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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 582 near 83687

Out of 400,000+ nationwide

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Ron S

CFP®, RICP®

Meridian, ID

Retire Sensibly LLC

Welcome! I’m Ron Strobel, CFP®, founder of Retire Sensibly LLC. I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC. I help my clients: 1. Organize their finances 2. Invest intelligently 3. Feel more confident about their retirement plan I serve clients in Boise, Meridian, Caldwell, Nampa, and the surrounding areas. I offer a no-cost, no-obligation introductory appointment that begins with a 15-minute phone call followed by an in-person meeting in which we focus on establishing your family’s goals, values, and attitude toward investing. In my personal life, I enjoy working on home improvement projects, fishing from my kayak, and exploring Idaho’s outdoors.

General retirement planning General tax planning Widow/Widower Baby Boomers (Born 1946-1964)
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Christopher M

Series 66

Kuna, ID

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance
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Gail V

Series 66

Nampa, ID

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Julian S

Series 66

Nampa, ID

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Gifting strategies Multi-generational wealth transfer Hispanic/Latino/Latinx
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Ashley M

Series 66

Nampa, ID

Edward Jones

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Drew D

Series 66

Nampa, ID

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Allen G

CFP®, ChFC®, Series 63

Meridian, ID

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Planning for children with special needs Wealth management
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Amy F

CFP®, Series 66

Meridian, ID

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer ESG / Sustainable investing Religious/faith focused
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Calvin B

CFP®, Series 63

Meridian, ID

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management
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Shane H

Series 66

Meridian, ID

Edward Jones

Retirement income strategy General retirement planning Military & Veterans Public Service Employee
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