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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 84111

Out of 400,000+ nationwide

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Branden V

Series 63, Series 65

Salt Lake City, UT

Steward Financial Services, LLC

Retirement income strategy Income planning Active portfolio management Founder/Business Owner Retired
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Jaron P

CFP®, Series 63, Series 65

Salt Lake City, UT

JHP Planning, LLC

Annuities Life insurance needs analysis Wealth management
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Michael M

Series 66

Bountiful, UT

Safe Bay Retirement Advisors

Options & derivatives strategies College savings (529s, UTMA, etc.) Business ownership considerations Business succession planning General retirement planning Founder/Business Owner
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Christopher C

CFP®, ChFC®, Series 63, Series 66

Cottonwood Heights, UT

Twin Peaks Wealth Management LLC

Retirement income strategy Annuities Wealth management Tax strategies for small businesses Founder/Business Owner Executive
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Ronald M

Series 63, Series 65

Cottonwood Heights, UT

Planned Security Advisors LLC

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Andrew M

Series 65

Millcreek, UT

Affinity Financial, LLC

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
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Troy K

CFP®, PFS™, Series 65

Salt Lake City, UT

Veritas Wealth Management, LLC

Annuities College savings (529s, UTMA, etc.)
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Mark Q

Series 63, Series 65

Salt Lake City, UT

Quayle Asset Management, Inc.

Factor investing / smart beta Passive / index investing
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Joshua C

Series 63, Series 66

Salt Lake City, UT

Affinity Wealth Resources, LLC

Passive / index investing Concentrated stock management Real estate investing
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Thomas H

Series 63, Series 65

Salt Lake City, UT

Abacus Investment Advisors

Active portfolio management Tax-loss harvesting
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