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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 80906

Out of 400,000+ nationwide

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Terry T

Series 65

Colorado Springs, CO

Replica Wealth Advisors Inc

Income planning Social Security optimization Roth conversion strategy Retirement income strategy General tax planning
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Douglas H

CFP®, Series 63, Series 65

Colorado Springs, CO

First Light Financial

Passive / index investing
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Daniel K

Series 63, Series 65, Series 66

Colorado Springs, CO

Cobalt Private Wealth LLC

Options & derivatives strategies Real estate investing Private / alternative investments
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Daniel H

ChFC®, Series 65

Colorado Springs, CO

Cornerstone Financial Planning

Real estate investing Retirement income strategy Social Security optimization Founder/Business Owner Real Estate Professional Executive Young Professionals Mid-Career Professionals Approaching retirement
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Daniel S

Series 65

Colorado Springs, CO

Sparks Capital Management

Concentrated stock management
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Richard P

Series 65

Colorado Springs, CO

Prosper Financial

Life insurance needs analysis Disability insurance Retirement income strategy Income planning
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Erik B

CFP®, Series 65

Colorado Springs, CO

Baskin Financial Planning

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Jim H

CFP®

Colorado Springs, CO

Integrity First Financial Planning LLC

Why I established Integrity First Financial Planning: • To guide clients’ success in achieving financial and life goals • To deliver qualified advice for a cost-effective fee • To advance my clients’ best interest as a fiduciary • To provide peace of mind through education and compassionate counsel Who I am: • Built career based on integrity and professionalism • Democrat committed to progressive values of social and economic justice and grounded by faith • Passion for helping people grow financial resources for the betterment of their lives and the greater good • Volunteer Wings for Widows - financial counseling for newly widowed men and women Qualifications: • CFP® since 1998 and CPA 1985-2025 • Worked for two Registered Investment Advisors – 9 years • Responsible for $20 million portfolios growing to over $60 million in 17 years as CFO for USA Swimming • Successful track record growing portfolios for trusted family, friends, and colleagues

General retirement planning Retirement income strategy Wealth management Widow/Widower Baby Boomers (Born 1946-1964)
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Michael Z

Series 63

Colorado Springs, CO

Zales Investment Management, Inc

Active portfolio management
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Jonathan S

Series 66

Colorado Springs, CO

Coah Financial

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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