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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 37 near 75119

Out of 400,000+ nationwide

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Brian W

Series 66

Ennis, TX

Edward Jones

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Evan E

Series 63, Series 66

Waxahachie, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Business exit / sale strategy Founder/Business Owner
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Wess W

Series 66

Waxahachie, TX

Edward Jones

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Military & Veterans Public Service Employee Religious/faith focused
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Jody M

Series 66

Waxahachie, TX

Edward Jones

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Jaime H

CFP®, ChFC®, Series 63, Series 66

Waxahachie, TX

Edward Jones

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy
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Jennifer W

Series 66

Ennis, TX

Edward Jones

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Wealth management Founder/Business Owner
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Paul C

CFP®, Series 66

Waxahachie, TX

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner
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Paul B

Series 63, Series 66

Waxahachie, TX

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Tanner F

Series 66

Waxahachie, TX

One Wealth Planning LLC

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John L

PFS™, Series 63

Waxahachie, TX

Legacy Wealth Advisors, Inc.

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