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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

Advisors near 72916

Out of 400,000+ nationwide

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Brian S

Series 65

Alma, AR

QVG, LLC

Active portfolio management Concentrated stock management Real estate investing Options & derivatives strategies
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David C

Series 63

Fort Smith, AR

October Wealth Advisors, Inc

General retirement planning Income planning
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Bernie M

CFA®, Series 63, Series 65

Alma, AR

QVG, LLC

Active portfolio management Concentrated stock management Real estate investing Options & derivatives strategies
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Jon Erik G

Series 65

Fort Smith, AR

October Wealth Advisors, Inc

General retirement planning Income planning
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William E

Series 63, Series 65

Fort Smith, AR

Vertis Wealth, LLC

Options & derivatives strategies Active portfolio management Wealth management
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Sebastian J

Series 65

Fort Smith, AR

Digital Wealth Partners

Options & derivatives strategies Private / alternative investments
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Eric E

Series 66

Ft Smith, AR

Arvest Wealth management

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Cash flow / budgeting Founder/Business Owner
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Edgar P

Series 66

Ft Smith, AR

Arvest Wealth management

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Cash flow / budgeting Founder/Business Owner
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Elton R

Series 63, Series 66

Greenwood, AR

Momentum Independent Network Inc.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Joshua N

Series 66

Ft Smith, AR

Arvest Wealth management

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General estate planning guidance Cash flow / budgeting Founder/Business Owner
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