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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 84601

Out of 400,000+ nationwide

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Sloane O

Series 65

Provo, UT

Ethical Capital

ESG / Sustainable investing Active portfolio management
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Carson S

Series 65

Lehi, UT

C.S Wealth LLC

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Founder/Business Owner
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Matthew S

CFP®, Series 63, Series 65

Mapleton, UT

Summit Ridge Advisors

Annuities ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Tylan F

Series 63, Series 66

Lehi, UT

Fletcher Capital Management

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Charitable giving tax strategies Founder/Business Owner
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Seth S

CFP®, Series 65, Series 66

American Fork, UT

Strive Investment Management, LLC

Cash flow / budgeting Debt management General retirement planning Retirement withdrawal strategies
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Tanner W

Series 66

Mapleton, UT

Albility Planning

Planning for children with special needs General retirement planning Cash flow / budgeting Income planning
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John T

Series 65

American Fork, UT

Fortis Wealth Management, LLC

Passive / index investing
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Marcus B

CFP®, ChFC®, Series 63, Series 66

Pleasant Grove, UT

Focal Point Financial Planning, LLC

Business ownership considerations Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Joseph L

CFP®

Provo, UT

Joseph M. Larsen, C.P.A., P.C.

General retirement planning College savings (529s, UTMA, etc.)
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Blake J

CFP®, Series 63, Series 65

Springville, UT

Pomegranate Financial LLC

Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com

Debt management General tax planning Gen X (Born 1965-1980)
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