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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 97031

Out of 400,000+ nationwide

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A. J

CFA®

White Salmon, WA

Trimaran Capital

Options & derivatives strategies Passive / index investing Active portfolio management Real estate investing
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Eric A

Series 65

Hood River, OR

Viento Financial Group, LLC

ESG / Sustainable investing Cash flow / budgeting
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Sharon P

Series 65

Hood River, OR

Crown Point Wealth Advisors

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Executive
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Joseph G

CFP®, Series 66

Hood River, OR

Crown Point Wealth Advisors

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Executive
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Robert S

CFP®, Series 63, Series 66

Hood River, OR

Nest Financial Planning, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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James W

Series 66

Hood River, OR

Crown Point Wealth Advisors

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Wealth management Founder/Business Owner Executive
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Ronald C

CFP®

Hood River, OR

Viento Financial Group, LLC

ESG / Sustainable investing Cash flow / budgeting
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Patricia G

Series 63, Series 65

Hood River, OR

Northside Capital Management LLC

Private / alternative investments ESG / Sustainable investing Wealth management Tax-loss harvesting
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David R

Series 63, Series 66

White Salmon, WA

Cooper McManus

Options & derivatives strategies Wealth management
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Jason S

CFP®, Series 66

Hood River, OR

Focus Partners Wealth, LLC

Wealth management Private / alternative investments Concentrated stock management Options & derivatives strategies Dentist Executive
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