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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 10 financial advisors of 10 near 76692

Out of 400,000+ nationwide

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Noah D

Series 66

Hillsboro, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Craig M

ChFC®, Series 63, Series 66

Whitney, TX

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Daniel C

CFP®, Series 63, Series 66

West, TX

Fidelity

Daniel Cazac is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2014, serving in roles including Financial Consultant and Portfolio Specialist. Prior to joining Fidelity, Daniel was Vice President, Financial Consultant at Charles Schwab from 2012 to 2014 and served as President of Texas Made Wealth, LLC from 2016 to 2021. Daniel has experience in multi-generational wealth planning, philanthropic planning, and wealth management. He has worked extensively with families to visualize and implement plans addressing long-term objectives such as retirement, funding college education, and wealth accumulation. He holds insurance licenses in Arkansas and California. Outside of his professional work, Daniel enjoys beach activities, family time, and parenthood.

Multi-generational wealth transfer Charitable giving & philanthropy Wealth management College savings (529s, UTMA, etc.) Parents
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Stacy B

Series 63, Series 66

Clifton, TX

Raymond James Financial

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Branden M

Series 63, Series 65

Hillsboro, TX

LPL Financial

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Stuart R

Series 63, Series 65

Whitney, TX

Mass Mutual Investors Services

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Kenneth M

Series 66

Clifton, TX

Edward Jones

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Eric C

CFP®, Series 66

Hillsboro, TX

Edward Jones

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John S

PFSâ„¢, Series 63

Clifton, TX

Cetera

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Misti C

Series 63, Series 66

Whitney, TX

Edward Jones

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