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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 89148

Out of 400,000+ nationwide

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Deon B

Series 63, Series 66

Las Vegas, NV

Private Wealth Management LLC

General retirement planning General tax planning Wealth management
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Seth G

Series 65

Henderson, NV

SG Financial Group, LLC

Wealth management Passive / index investing Active portfolio management
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Robert L

Series 65

Las Vegas, NV

Lal Ltd.

Wealth management
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Diane T

Series 65

Las Vegas, NV

Fraser Asset Management

Options & derivatives strategies
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Erica R

Series 65

Las Vegas, NV

ERK Wealth Advisors, LLC

Business exit / sale strategy Cash flow / budgeting Debt management Options & derivatives strategies Executive Founder/Business Owner
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Earl C

Series 63, Series 65

Las Vegas, NV

Crinite Financial Strategies

Active portfolio management
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Prasad Y

Series 65

Las Vegas, NV

Interval Capital Management, LLC

Options & derivatives strategies Active portfolio management
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Josephus T

CFP®, CFA®, Series 66

Las Vegas, NV

Monocot Wealth Management, LLC

Active portfolio management Business ownership considerations Founder/Business Owner Retired
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Scott G

Series 65

Las Vegas, NV

Sterling Wealth Management

Options & derivatives strategies College savings (529s, UTMA, etc.) Annuities Real estate investing Founder/Business Owner
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Susan M

Series 63, Series 65

Las Vegas, NV

Edgemont Investment Management, LLC

Active portfolio management Tax-loss harvesting Options & derivatives strategies
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