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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 110 near 97537

Out of 400,000+ nationwide

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Conan W

Series 66

Grants Pass, OR

Kingsview Wealth Management, LLC

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Paul A

Series 63, Series 66

Grants Pass, OR

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Shad S

CFP®, ChFC®, Series 66

Grants Pass, OR

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management
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Paul H

Series 63, Series 66

Grants Pass, OR

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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Joshua R

CFP®, Series 63, Series 66

Grants Pass, OR

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance
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Andrew M

CFP®, Series 66

Grants Pass, OR

Edward Jones

Charitable giving & philanthropy Business ownership considerations Family Business General estate planning guidance Wealth management Founder/Business Owner Attorney Financial Professional
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Kelley W

Series 66

Grants Pass, OR

Edward Jones

Retirement income strategy General retirement planning Inheritance planning Widow/Widower
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Damon E

Series 66

Central Point, OR

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Adrianne W

Series 63, Series 66

Grants Pass, OR

Edward Jones

Retirement income strategy Retirement withdrawal strategies Charitable giving & philanthropy Wealth management
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Adam P

Series 66

Rogue River, OR

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner Educators, Teachers, and Academics
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