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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 78729

Out of 400,000+ nationwide

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Series 65

Pflugerville, TX

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Active portfolio management
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Series 66

Austin, TX

Solaris Private Wealth Management

Wealth management
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Andrew O

CFA®, Series 65

Austin, TX

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Active portfolio management Wealth management
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Mark M

CFP®, Series 63

Austin, TX

Mark Monreal & Associates

General retirement planning Cash flow / budgeting Income planning
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Christopher D

Series 66

Austin, TX

DeStefano Wealth Management

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Michael M

CFP®, Series 63

Austin, TX

Mullett Financial LLC

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy Social Security optimization
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Mark S

CFA®, Series 63

Volente, TX

Trinvest Advisors, LLC

Options & derivatives strategies Private / alternative investments Concentrated stock management
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Charles B

Series 65

Austin, TX

Barnett Capital Management, LLC

Passive / index investing Active portfolio management Concentrated stock management Wealth management
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Christopher H

Series 63, Series 65

Austin, TX

Devil Mountain Investment Management

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Roth conversion strategy Young Professionals
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Mark P

Series 63, Series 65

Austin, TX

APEX Research and Investments, LLC

Active portfolio management Options & derivatives strategies
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