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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 84032

Out of 400,000+ nationwide

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Stephen L

CFP®, Series 63, Series 66

Park City, UT

Curtain Wealth Planning L.L.C.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Wealth management
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Corey N

CFP®, Series 66

Heber City, UT

Balanced Capital

General retirement planning Income planning Social Security optimization General tax planning ESG / Sustainable investing Retired
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Reid K

Series 63, Series 65

Midway, UT

Kellam Insurance and Financial Services LLC

Wealth management Self-Employed
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Jonathan B

CFA®

Park City, UT

Gaard Capital LLC

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management Founder/Business Owner Retired
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John M

Series 66

Heber City, UT

John McAndrew Financial Advisors LLC

Active portfolio management
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Christopher N

Series 65

Heber, UT

Nibley Financial LLC

Passive / index investing Annuities
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Michael L

Series 65

Heber City, UT

Redgrove Capital LLC.

Active portfolio management Concentrated stock management
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Devin H

Series 65

Midway, UT

Fortunate

Retirement plans for business owners (SEP, solo 401k)
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Eric K

Series 63, Series 65

Heber City, UT

Pendulum Asset Management, LLC

Real estate investing
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Suzanne H

CFP®, Series 65

Park City, UT

Roberts Wealth Advisors, LLC

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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