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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 625 near 95693

Out of 400,000+ nationwide

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Tony M

CFP®, CFA®

Sacramento, CA

Slalom Wealth Management, LLC

Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve. I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me: Riding my Peloton bike or boating on the Sacramento River Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

General retirement planning Income planning Wealth management Baby Boomers (Born 1946-1964)
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Thomas D

Series 63, Series 65, Series 66

Sacramento, CA

Merrill

Thomas Demarois is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1996. Prior to joining Merrill Lynch, he spent five years as a Bond Trader for a regional bank. His professional focus includes personal retirement planning, portfolio management services, and retirement income. A native of Chico, California, Thomas earned a Bachelor's degree in Business from Chico State University, where he also participated in rugby. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his advisory role, Thomas enjoys fishing, golfing, and playing tennis. He has served as a board member of The Cast Hope Foundation, a nonprofit organization dedicated to teaching underprivileged youth the art of fly fishing and an appreciation for the outdoors.

General retirement planning Retirement income strategy Wealth management
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Kenna S

Series 66

Sacramento, CA

Merrill

Kenna Stukas is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She collaborates closely with clients to develop financial plans aligned with their individual goals and adapts these strategies to meet changing market conditions. Kenna leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support her clients' financial objectives. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kenna earned her Bachelor's Degree from Sonoma State University. She is also actively involved in her community through volunteer work, reflecting Merrill's tradition of community participation.

Wealth management
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Hillary R

Series 66

Sacramento, CA

Edward Jones

Wealth management ESG / Sustainable investing Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Intergenerational Families Women Professionals
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Albert S

Series 66

Sacramento, CA

Merrill

Albert Solano is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies that align with their unique ambitions and priorities. Albert’s approach centers on understanding what matters most to individuals and families to help guide them through areas such as investing, retirement planning, and preparing for unexpected financial challenges. Albert holds a Bachelor's Degree from the University of California, Davis, and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of the Woodland Chamber of Commerce and communicates fluently in both English and Spanish.

General retirement planning Income planning College savings (529s, UTMA, etc.) Wealth management
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Harry W

Series 66

Sacramento, CA

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP)
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Gina H

CFP®, Series 63, Series 66

Tustin, CA

Fidelity

Gina Hurford is Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2019. She has extensive experience in financial planning and wealth management, having worked in various advisory roles since 2008. Prior to her current role, she served as a Wealth Management Advisor at TIAA from 2014 to 2018, and held financial planner positions at The Advisory Group of San Francisco, Hokanson Associates, and Christopher Weil & Company. Throughout her career, Gina has focused on building collaborative client relationships, emphasizing attentive listening and understanding clients' backgrounds to help identify their financial objectives. She holds a California Insurance License, which supports her ability to provide comprehensive financial planning services. Gina's approach centers on creating an environment where clients feel at ease, facilitating the development of personalized plans for their financial futures.

Wealth management
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Hector R

CFP®, Series 63, Series 66

Woodland, CA

Fidelity

Hector Rodarte is an Investment Consultant at Fidelity Investments, where he has been employed since 2025. He has held multiple roles within Fidelity, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2021 to 2022. Prior to joining Fidelity, Hector worked as a Financial Planning Services Associate at Northwestern Mutual from 2020 to 2021. In his role, Hector uses a planning-based approach to assist individuals and families in working towards their personal and financial goals. He leverages Fidelity's resources and investment strategies to support clients in aligning their investments with their values and objectives. He holds a California Insurance License. Outside of his professional work, Hector's personal interests include family activities, fishing, fitness, golf, outdoor adventures, and soccer.

Wealth management Passive / index investing Active portfolio management Retirement income strategy Income planning
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Jason M

Series 63, Series 65, Series 66

Rancho Cordova, CA

Fidelity

Jason McClellan is an Investment Consultant currently working at Fidelity Investments since 2024. In his role, he collaborates with clients to develop financial plans tailored to their specific needs, aiming to help them achieve their most important goals. Jason has accumulated experience in the financial industry through various positions at Franklin Templeton Investments from 2018 to 2024, including roles as Internal Advisor Consultant, Internal Sales Representative, Senior Client Representative, and Client Representative. He holds a California Insurance License.

Wealth management Active portfolio management
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Jon C

Series 63, Series 66

Sacramento, CA

Edward Jones

Retirement income strategy General estate planning guidance Business ownership considerations Founder/Business Owner Doctor or Medical Professional
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