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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 15 financial advisors of 15 near 97850

Out of 400,000+ nationwide

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Reva H

Series 66

La Grande, OR

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance
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Tanner W

CFP®, Series 66

La Grande, OR

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Wealth management Business ownership considerations Founder/Business Owner
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Briana G

CFP®, Series 66

La Grande, OR

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Gary A

CFP®, Series 63, Series 65

La Grande, OR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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Brent G

Series 65

La Grande, OR

Connected Wealth Solutions, LLC

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Michael P

Series 65

La Grande, OR

Connected Wealth Solutions, LLC

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Melinda W

Series 63, Series 65

La Grande, OR

American Independent Securities Group, LLC

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Brian M

Series 63, Series 65

La Grande, OR

Inspire Advisors, LLC

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Ashley M

Series 63, Series 66

La Pine, OR

U.S. Bancorp Advisors, LLC

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Kimberly H

Series 63, Series 65

Lagrande, OR

OSAIC

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