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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 77954

Out of 400,000+ nationwide

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Ronald S

CFP®, Series 63

Yorktown, TX

Ronald Ray Schulze

General retirement planning College savings (529s, UTMA, etc.)
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Rebecca K

Series 63, Series 65

Cuero, TX

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Executive Founder/Business Owner Retired
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Tyler M

Series 66

Cuero, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management Founder/Business Owner Intergenerational Families
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Benjamin L

Series 66

Cuero, TX

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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Michael S

Series 66

Cuero, TX

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Executive Founder/Business Owner Retired
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Clifton F

CFP®, Series 66

Cuero, TX

Edward Jones

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Trey P

Series 66

Cuero, TX

Edward Jones

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Ashley M

Series 66

Cuero, TX

Edward Jones

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