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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 90275

Out of 400,000+ nationwide

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Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

General retirement planning Income planning Cash flow / budgeting
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James R

CFP®, Series 63

Rancho Palos Verdes, CA

Reeves, James, Townsend

Options & derivatives strategies Tax-loss harvesting Wealth management
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John P

CFP®, RICP®, EA

Hawthorne, CA

Otium Advisory Group, LLC

I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.

General retirement planning General tax planning Sandwich Generation Gen X (Born 1965-1980)
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Gary H

Series 63, Series 66

Hermosa Beach, CA

Hughes Wealth Management Incorporated

Private / alternative investments
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John N

Series 63, Series 65

Hermosa Beach, CA

John Nuckel LLC

Annuities
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Juerg C

CFP®, Series 63

Long Beach, CA

JC Financial Planning & Investments, LLC

Real estate investing Options & derivatives strategies
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David P

Series 65

Hermosa Beach, CA

Hermosa Advisors

General retirement planning Cash flow / budgeting Debt management
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Ashkan A

Series 66

Rancho Palos Verdes, CA

Afrasiab Wealth Solutions, LLC

Long-term care insurance General retirement planning Retirement plans for business owners (SEP, solo 401k)
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Guy K

CFP®, Series 63, Series 65

El Segundo, CA

Keefer Pension Consulting, Inc.

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Founder/Business Owner
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Jeffrey M

CFP®, CFA®

Manhattan Beach, CA

Financial Planning Concepts, Inc.

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