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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 79 near 89449

Out of 400,000+ nationwide

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Stuart S

ChFC®, Series 66

Minden, NV

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management
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Dayna P

Series 66

South Lake Tahoe, CA

Merrill

Dayna Picetti serves as a Wealth Management Advisor. In this role, she focuses on helping clients develop and implement comprehensive financial strategies tailored to their individual goals. Her work involves understanding both short-term and long-term objectives to provide appropriate advice for families, individuals, and business owners. While specific details about her education and credentials are not provided, Dayna operates within the Merrill Lynch Wealth Management framework, which emphasizes long-term investment approaches based on clients’ needs, goals, and risk tolerance. The team approach values hands-on financial guidance aimed at making clients’ financial aspirations achievable through disciplined investment processes. No information regarding personal interests or community involvement is available for inclusion.

Wealth management General retirement planning Retirement income strategy Income planning Women Professionals Women's Finance Parents Intergenerational Families
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Michael N

ChFC®, Series 66

Gardnerville, NV

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management
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Sarah E

Series 63, Series 66

Minden, NV

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Multi-generational wealth transfer
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Michael H

Series 63, Series 65, Series 66

Carson City, NV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management Military & Veterans Newlywed/Engaged
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Kendra W

ChFC®, Series 66

Carson City, NV

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management ESG / Sustainable investing
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Ryan S

Series 66

Minden, NV

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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Henry M

Series 63, Series 65

Gardnerville, NV

Heinz Global Asset Management, Inc.

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Alexander H

CFP®, Series 65

Zephyr Cove, NV

La Loma Capital

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Stephen B

Series 63, Series 65

Lake Tahoe, NV

Medical Funding Professionals

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