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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 75070

Out of 400,000+ nationwide

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David T

Series 63, Series 66

Frisco, TX

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Carlos L

Series 63, Series 65, Series 66

Frisco, TX

Two Pillars Asset Management

ESG / Sustainable investing Annuities
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Raju G

Series 63, Series 65

Plano, TX

Gadiraju, Raju

Active portfolio management
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Charles F

Series 63, Series 65

Frisco, TX

Avenue Retirement Services

General retirement planning Retirement income strategy Cash flow / budgeting Debt management Retired
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Daniel T

CFP®, Series 66

Plano, TX

Texwealth

Passive / index investing Wealth management
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Robert J

Series 65

Frisco, TX

Deerwood Capital, LLC

Tax-loss harvesting
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Braxton C

CFP®, Series 63, Series 65

Plano, TX

Bragg Comer Financial Advisors, LLC

General retirement planning Retirement income strategy Approaching retirement Retired Women Professionals
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Michael B

CFP®, Series 65

Plano, TX

Bollinger Wealth Management LLC

Active portfolio management Options & derivatives strategies Real estate investing Annuities Tax-loss harvesting
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William K

Series 63, Series 66

Lucas, TX

Abbington Wells LLC.

College savings (529s, UTMA, etc.) General retirement planning General tax planning
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Robert B

Series 63, Series 65

Allen, TX

MONUMENT Retirement & WEALTH ADVISORY, LLC

General retirement planning Wealth management
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