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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 85282

Out of 400,000+ nationwide

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Don L

CFP®, Series 63, Series 65, Series 66

Mesa, AZ

Larson Wealth Management, LLC

Business succession planning Cash flow / budgeting Debt management Life insurance needs analysis Founder/Business Owner Retired Executive
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Scott C

CFP®, Series 63, Series 66

Scottsdale, AZ

Echelon Private Wealth LLC

Options & derivatives strategies Military & Veterans Public Service Employee Values-based investing
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Nicholas L

CFP®, Series 65

Gilbert, AZ

Kingdom Wealth Advisers

Passive / index investing Real estate investing Annuities
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Ryan B

Series 65

Phoenix, AZ

Betts LLC

Wealth management
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David I

Series 66

Chandler, AZ

Vibrant Wealth

General tax planning General estate planning guidance Cash flow / budgeting
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David M

CFP®, Series 63

Scottsdale, AZ

Musser Financial Planning, LLC

Annuities Life insurance needs analysis Disability insurance Long-term care insurance
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Nicholas G

Series 63, Series 65

Phoenix, AZ

FMT Investment Advisory

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Sergey Z

Series 65

Scottsdale, AZ

zQuant Advisory, LLC

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

CFP®, Series 63, Series 66

Scottsdale, AZ

Wealthstone Private Wealth Management, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Young Professionals
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Alan N

CFP®, Series 63, Series 66

Phoenix, AZ

Norris Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning General estate planning guidance Founder/Business Owner
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