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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 83 near 95687

Out of 400,000+ nationwide

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Brenda B

Series 66

Vacaville, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Military & Veterans Public Service Employee Educators, Teachers, and Academics Founder/Business Owner
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John S

Series 63, Series 66

Suisun City, CA

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Brent T

Series 63, Series 66

Vacaville, CA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Cameron C

CFP®, Series 66

Vacaville, CA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy Wealth management
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Chris S

ChFC®, Series 66

Fairfield, CA

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Eric G

Series 66

Fairfield, CA

Merrill

Eric Gonzales is the Senior Resident Director at Merrill's Napa Office and a Wealth Management Advisor serving client families primarily in Napa, Sonoma, and Solano counties. In his role, he leads more than a dozen advisors, focusing on office culture and community alignment. He is also the founder of the Gonzales Group, which emphasizes measuring wealth by how well it satisfies clients' priorities for themselves and their loved ones. Mr. Gonzales serves a diverse clientele including active and retired wine industry executives, business owners, and multiple generations of families. His approach incorporates Modern Portfolio Theory to mitigate investment risk and addresses common client concerns such as outliving assets, cash flow optimization, and Social Security strategies. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of California. Beyond his professional responsibilities, Eric Gonzales is involved in community organizations including serving as a board member for Community Action of Napa Valley and contributing to various programs at Justin-Siena High School, such as creating and sponsoring a Diversity & Inclusion Scholarship Program. He has also held board and executive positions at educational institutions in the region. His personal interests include basketball, football, music, and spending time with his family.

Wealth management Retirement income strategy Social Security optimization Charitable giving & philanthropy College savings (529s, UTMA, etc.) Married/Couples/Partners Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Briana R

Series 66

Fairfield, CA

Edward Jones

Wealth management Real estate investing ESG / Sustainable investing Military & Veterans Values-based investing Religious/faith focused
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Lacy S

Series 66

Vacaville, CA

Edward Jones

Retirement income strategy Wealth management General retirement planning Military & Veterans
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Angela C

Series 66

Dixon, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning Multi-generational wealth transfer Self-Employed
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Kimber S

ChFC®, Series 66

Fairfield, CA

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer
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