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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 93405

Out of 400,000+ nationwide

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Cole S

Series 66

San Luis Obispo, CA

Burkart & Stevens Wealth Management

Business sale tax planning Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies Founder/Business Owner
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Zachary S

Series 65, Series 66

Arroyo Grande, CA

Phase Line Financial

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Robert H

Series 63, Series 65

San Luis Obispo, CA

HATHER, Robert K

Active portfolio management Concentrated stock management
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Daniel H

CFP®, PFS™

San Luis Obispo, CA

Elemental Wealth Advisors, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Self-Employed
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Eric M

CFP®

San Luis Obispo, CA

Aquila Wealth Advisors

Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is located in San Luis Obispo, CA serving clients both locally and virtually across the US. Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. We have a specialty in serving business owners and near-retirees. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.

Business ownership considerations Business exit / sale strategy General retirement planning Founder/Business Owner Gen X (Born 1965-1980)
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Lance P

Series 63, Series 65

San Luis Obispo, CA

Lance Parker Wealth Management

Real estate investing
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Kristin R

CFP®, Series 63, Series 65

San Luis Obispo, CA

KMR Wealth Advisory, LLC

Annuities Real estate investing Private / alternative investments
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William C

CFP®, Series 63

San Luis Obispo, CA

Crew Wealth Management

General retirement planning General estate planning guidance Founder/Business Owner
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Donald R

CFP®, Series 63, Series 65

San Luis Obispo, CA

Peak Wealth Advisors, Inc.

General retirement planning
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Brooke S

CFP®, PFS™, Series 65

San Luis Obispo, CA

Salvini Financial Planning

General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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