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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 33 near 92307

Out of 400,000+ nationwide

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David D

CFP®, Series 66

Apple Valley, CA

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families Newlywed/Engaged
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John D

Series 63, Series 66

Apple Valley, CA

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families
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Christopher L

Series 66

Hesperia, CA

CBL Wealth Management

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John B

Series 65

Apple Valley, CA

Interactive Financial Advisors

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Tanya B

Series 63, Series 65

Apple Valley, CA

U.S. Bancorp Advisors, LLC

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Cameron W

Series 66

Apple Valley, CA

Centaurus Financial, Inc.

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Marilu H

Series 66

Victorville, CA

U.S. Bancorp Advisors, LLC

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Reed M

Series 63

Victorville, CA

Planmember Securities Corporation

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Rodney S

Series 63, Series 65

Apple Valley, CA

U.S. Bancorp Advisors, LLC

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Daniel L

Series 63, Series 65

Apple Valley, CA

First Advisors National, LLC

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