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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 92064

Out of 400,000+ nationwide

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Frederick P

Series 65

Poway, CA

Pearson, Frederick, Norman Jr.

Income planning Active portfolio management
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Brian C

Series 65

Solana Beach, CA

CSJ Wealth Management, LLC

Concentrated stock management Active portfolio management Options & derivatives strategies Real estate investing
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Clair L

Series 63, Series 65

Rancho Santa Fe, CA

Leedom Asset Management, Inc.

Active portfolio management Concentrated stock management Options & derivatives strategies
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John M

Series 65

Poway, CA

Engineering Financial Independence, Inc.

Options & derivatives strategies Active portfolio management Engineering Professional FIRE (Financial Independence Retire Early)
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Robert L

Series 63, Series 66

San Diego, CA

Torrey Wealth, LLC

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning Tax-loss harvesting
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Earl W

Series 66

San Diego, CA

Spirit Global Investment Advisors, LLC

Private / alternative investments Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Avelino C

Series 63, Series 65

La Jolla, CA

AC3 Capital

General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Curt D

CFP®, Series 63, Series 65

Solana Beach, CA

Goal Line Wealth Management, Inc.

Wealth management Annuities
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Bradley G

Series 63, Series 65

San Diego, CA

Thrive Portfolios

Tax-loss harvesting Options & derivatives strategies General tax planning Retirement income strategy
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Sean B

Series 66

Lakeside, CA

Speiro Investments, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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