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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 92173

Out of 400,000+ nationwide

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Scott S

Series 63, Series 65

San Diego, CA

Conscious Investment Services, LLC

Options & derivatives strategies Active portfolio management Real estate investing Tax-loss harvesting
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Lee T

Series 65

San Diego, CA

HEDGEWISE

Active portfolio management Tax-loss harvesting Options & derivatives strategies
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Rajiv R

Series 63, Series 65

San Diego, CA

Colva Capital LLC

General estate planning guidance Tax strategies for small businesses Wealth management Founder/Business Owner
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Christopher R

CFP®, Series 65

San Diego, CA

Tempus Pecunia

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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Jay L

CFA®, Series 66

San Diego, CA

Mandala Wealth Management, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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Barbara N

CFP®, Series 63, Series 65

San Diego, CA

Sage Path Solutions

General retirement planning Cash flow / budgeting General tax planning
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Siva K

Series 65

San Diego, CA

Serene Growth Partners LLC

Options & derivatives strategies Concentrated stock management Executive
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Brian C

Series 66

Jamul, CA

Cliveden Capital Management, LLC

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business Financial Management Founder/Business Owner
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Jonathan L

CFP®, Series 65

San Diego, CA

Luskin Financial Planning

Passive / index investing Tax-loss harvesting
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Thomas M

CFP®, Series 65

San Diego, CA

T.M. Murphy Investment Management, Inc.

Wealth management Passive / index investing
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