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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 46 near 72801

Out of 400,000+ nationwide

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Chad M

Series 66

Russellville, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management
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Michael A

CFP®, Series 66

Russellville, AR

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management
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Robert F

Series 65

Russellville, AR

5thn Financial LLC

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Nita S

Series 66

Sugarland, TX

New Day Wealth Management, LLC

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Lawrence R

CFP®

Franklin, TN

Valtrion Capital Management, LLC

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Carl R

ChFC®, Series 63

Groton, CT

St. Bernard Financial Services, Inc.

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Aaron O

Series 63, Series 66

Russellville, AR

St. Bernard Financial Services, Inc.

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Mark Y

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

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Frank W

Series 66

Russellville, AR

St. Bernard Financial Services, Inc.

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John N

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

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