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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 945 near 89052

Out of 400,000+ nationwide

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Hristo S

CFP®, ChFC®, Series 66

Henderson, NV

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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Heather S

Series 66

Boulder City, NV

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy Founder/Business Owner
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Zachary Z

Series 66

Henderson, NV

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Entertainment Industry
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David P

Series 66

Henderson, NV

Edward Jones

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer
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Sarah B

Series 66

Henderson, NV

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Doctor or Medical Professional
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Erin C

Series 66

Henderson, NV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning
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Anita R

Series 66

Las Vegas, NV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Farhad K

Series 66

Henderson, NV

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Todd H

Series 63, Series 66

Henderson, NV

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Michael M

CFP®, Series 66

Henderson, NV

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Professional Athlete Entertainment Industry Founder/Business Owner
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