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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 75702

Out of 400,000+ nationwide

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Michael E

CFP®

Tyler, TX

Legacy Group

Passive / index investing
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Jason T

CFA®, Series 65

Tyler, TX

Bisonwood Financial Management

Passive / index investing Wealth management
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Micheal B

Series 63, Series 65

Flint, TX

BOYTER Financial Services

General retirement planning Wealth management Passive / index investing
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Joe W

Series 63, Series 65

Lindale, TX

Dean Wealth Management, LLC

Active portfolio management Retirement income strategy Annuities Wealth management
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Hayden B

Series 66

Tyler, TX

Murray Securities, Inc.

Active portfolio management
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Benjamin D

CFP®, Series 63, Series 65

Lindale, TX

Dean Wealth Management, LLC

Active portfolio management Retirement income strategy Annuities Wealth management
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David B

ChFC®, Series 63

Lindale, TX

Dean Wealth Management, LLC

Active portfolio management Retirement income strategy Annuities Wealth management
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Gary M

Series 66

Tyler, TX

Murray Securities, Inc.

Active portfolio management
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David T

Series 63, Series 65

Tyler, TX

Bisonwood Financial Management

Passive / index investing Wealth management
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Mark H

Series 63, Series 65

Tyler, TX

Virtue Wealth Counsel, LLC

Charitable giving & philanthropy Christian Faith Based
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