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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 350 near 77517

Out of 400,000+ nationwide

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Zach L

CFP®

League City, TX

ANCAP Financial

I'm a fee-only, flat-fee financial planner who specializes in servicing retired couples and business owners. I live in League City, TX with my beautiful wife and daughter. I pride myself in the extensiveness of my financial plans, especially when it comes to tax planning. From beginning to end, I work with my clients to make sure that their path forward is crystal clear. I execute all action steps needed to put their roadmap into reality and help them avoid common mistakes and pitfalls along the way. My fees have always been and always will be flat. I receive no referral fees or kickbacks from professionals I may refer clients to, and charge no AUM fees.

General retirement planning Business ownership considerations Baby Boomers (Born 1946-1964)
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Lauren M

Series 66

Galveston, TX

Edward Jones

Retirement income strategy Charitable giving & philanthropy Public Service Employee Women's Finance Women Professionals
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Kelley D

CFP®, Series 66

Galveston, TX

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management LGBTQIA
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Anthony B

Series 66

Santa Fe, TX

Edward Jones

Military & Veterans Doctor or Medical Professional
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Zachary S

Series 66

Santa Fe, TX

Edward Jones

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Steven C

Series 66

Texas City, 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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Corrigan G

Series 66

Alvin, TX

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Shane K

Series 66

Alvin, TX

Edward Jones

Retirement income strategy Wealth management Oil & Gas Religious/faith focused
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Eric A

CFP®, Series 66

Alvin, TX

Edward Jones

Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Veronica E

Series 63, Series 66

Alvin, TX

Edward Jones

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