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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 804 near 77304

Out of 400,000+ nationwide

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Jason S

CFP®

The Woodlands, TX

SF Planning Group LLC

My journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.

General retirement planning Retirement income strategy Wealth management Educators, Teachers, and Academics Gen X (Born 1965-1980)
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Samuel S

Series 66

Conroe, 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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Brian B

CFP®, Series 63, Series 66

The Woodlands, TX

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Wealth management
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Keaton H

CFP®, Series 66

Conroe, TX

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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Clint B

Series 66

Montgomery, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General retirement planning Inheritance planning Young Professionals
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Darwin P

CFP®, Series 66

The Woodlands, TX

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Wealth management Founder/Business Owner
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Richard J

CFP®, Series 63, Series 66

The Woodlands, TX

Edward Jones

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Glynn T

Series 66

Tomball, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Wealth management Educators, Teachers, and Academics Religious/faith focused
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Austin S

Series 66

The Woodlands, TX

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations Business succession planning Inheritance planning
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Ryan K

Series 66

Conroe, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management
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