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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

Top 30 financial advisors of 190 near 72701

Out of 400,000+ nationwide

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Tafta R

Series 66

Fayetteville, AR

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Wealth management
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Sarah M

Series 66

Fayetteville, AR

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Women Professionals
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Blake S

Series 66

Fayetteville, AR

Edward Jones

Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Inheritance planning Founder/Business Owner
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Travis H

CFP®, Series 63, Series 66

Fayetteville, AR

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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Don O

Series 63, Series 66

Springdale, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Self-Employed
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John H

Series 66

Springdale, AR

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Stephen C

Series 66

Springdale, AR

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Robert B

Series 63, Series 66

Fayetteville, AR

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Brian D

CFP®, Series 66

Prairie Grove, AR

Edward Jones

Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Values-based investing Christian Faith Based
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James S

Series 63, Series 65, Series 66

Fayetteville, AR

SignalUp Wealth, LLC

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