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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 16 financial advisors of 16 near 80517

Out of 400,000+ nationwide

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DeeDee B

CFP®, EA

Estes Park, CO

DCG Wealth Management

DeeDee Baze, CFP®, EA Managing Parter, Lead Planner, Enrolled Agent. DeeDee taught middle school math in the public schools for fifteen years before entering the financial services industry in 2007. Her family is her number one focus in life, closely followed by her love of numbers and people. She opened her own firm in 2020 so she could focus on helping others transition into retirement. She experienced all the emotions of retirement when her husband retired in 2015 from a 30-year career. It was intense. But her experience allowed her to truly understand the fears pre-retirees have. In 2025 she merged with a larger consulting company and is the managing partner of the wealth management department. In addition to spending time with her family, she loves the outdoors, her dog, as well as a good romance novel once in a while.

Engineering Professional Career Changers Gen X (Born 1965-1980)
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Derek V

Series 63

Estes Park, CO

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning Wealth management Women Professionals
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Mark P

Series 66

Estes Park, CO

Edward Jones

Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Retirement income strategy Founder/Business Owner
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Peter B

Series 65

Helena, MT

Sankala Group LLC

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Kate G

Series 65

Lyons, CO

Sankala Group LLC

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Thomas D

Series 66

Lyons, CO

Sankala Group LLC

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Harold H

Series 65

Lyons, CO

Sankala Group LLC

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Gerard G

Series 63, Series 65

Lyons, CO

Core Wealth Partners LLC

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Conner B

Series 63, Series 65

Estes Park, CO

key Investment Services LLC

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Maria W

Series 63, Series 65

Glen Haven, CO

Sanctuary Advisors, LLC

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