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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 73048

Out of 400,000+ nationwide

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Chase A

Series 65

Weatherford, OK

West Oak Wealth

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Gerald A

Series 65

Weatherford, OK

West Oak Wealth

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Ashlyn P

Series 66

Weatherford, OK

Edward Jones

Multi-generational wealth transfer Charitable giving & philanthropy Religious/faith focused
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Thad W

Series 66

Weatherford, OK

Edward Jones

Business exit / sale strategy Business succession planning Business Financial Management
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Glenda L

CFP®, Series 63, Series 65

Hydro, OK

Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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William L

CFP®, Series 66

Hinton, OK

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Derik S

Series 63, Series 65

Weatherford, OK

OSAIC

Annuities Founder/Business Owner Executive Retired
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Brian B

CFP®, Series 63, Series 65

Hinton, OK

Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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David J

Series 66

Weatherford, OK

Edward Jones

Business ownership considerations Business succession planning Business Financial Management General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Cameron P

Series 66

Weatherford, OK

Empower Advisory Group

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