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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 139 near 80634

Out of 400,000+ nationwide

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Kim L

Series 63, Series 66

Greeley, CO

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Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management
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Tyler W

CFP®, Series 66

Eaton, CO

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Bobby G

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Greeley, CO

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Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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Lisa G

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Johnstown, CO

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Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Passive / index investing
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Dayna H

Series 66

Greeley, CO

Edward Jones

Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner Doctor or Medical Professional
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Dawn S

Series 66

Greeley, CO

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Robert B

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Windsor, CO

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management
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Keagan D

Series 66

Greeley, CO

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Wealth management General retirement planning
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Brian L

Series 63, Series 66

Greeley, CO

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Shane R

Series 66

Severance, CO

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management General estate planning guidance
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