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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 610 near 95758

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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Sean O

CFP®, Series 66

Galt, CA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance
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Katie G

Series 66

Elk Grove, CA

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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Michael B

Series 66

Elk Grove, CA

Edward Jones

Retirement income strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Oil & Gas Hispanic/Latino/Latinx
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Kyle H

Series 63, Series 66

Elk Grove, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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Hillary R

Series 66

Elk Grove, CA

Edward Jones

Retirement income strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Intergenerational Families
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Kelly S

Series 66

Elk Grove, CA

Edward Jones

General estate planning guidance Inheritance planning Charitable giving & philanthropy General retirement planning ESG / Sustainable investing LGBTQIA Religious/faith focused
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Aaron L

Series 66

Placerville, CA

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Planning for children with special needs Intergenerational Families
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Cliff X

Series 63, Series 65

Elk Grove, CA

Edward Jones

Exec comp design Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy Wealth management Public Service Employee
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Philip W

Series 66

Elk Grove, CA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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