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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 19 financial advisors of 19 near 75686

Out of 400,000+ nationwide

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Erin C

CFP®, Series 66

Mt Pleasant, TX

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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David P

Series 66

Mt Pleasant, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Jimmy J

Series 63, Series 66

Pittsburg, TX

Edward Jones

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Equity Recipients (RS/RSU, SOP, ESPP)
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Christine W

Series 63, Series 66

Mount Pleasant, TX

Monticello Financial Advisors

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Mark S

Series 63

Mount Vernon, TX

Access Financial Group, Llc

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Rory M

Series 63, Series 65

Mount Pleasant, TX

Monticello Financial Advisors

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Mccall D

CFP®, Series 63, Series 66

Mt Pleasant, TX

Prospera Financial Services, inc.

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William F

CFP®, Series 66

Mt Pleasant, TX

Prospera Financial Services, inc.

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Kathy C

Series 63, Series 65

Pittsburg, TX

Principal Financial Services

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Lanny W

Series 66

Mt Pleasant, TX

Cetera

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