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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 98290

Out of 400,000+ nationwide

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Sean G

Series 66

Everett, WA

Elderrock Financial LLC

Equity compensation tax strategy Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner
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Sumiko T

Series 65

Mountlake Terrace, WA

Blue Ridge Investments LLC

Private / alternative investments Real estate investing Executive Founder/Business Owner
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Michael S

Series 66

Everett, WA

Focus Advisory, LLC

Options & derivatives strategies Active portfolio management Wealth management
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Timothy W

Series 63, Series 65

Marysville, WA

Anchor Capital Management LLC

Long-term care insurance
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Mohammed K

Series 63, Series 65

Mountlake Terrace, WA

Nabata Investment Group, LLC

General retirement planning Cash flow / budgeting
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Chris F

Series 63, Series 65

Woodinville, WA

Folgmann Financial Group LLC

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Founder/Business Owner
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Daniel H

PFSâ„¢

Mountlake Terrace, WA

Bedrock Advisors

Business sale tax planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Jason N

CFP®, CFA®, Series 63, Series 65

Everett, WA

Viceroy Investment Advisors LLC

Wealth management General estate planning guidance General retirement planning
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George S

Series 65

Woodinville, WA

On Course Financial Planning

Passive / index investing General retirement planning
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Sanjay P

Series 65

Bothell, WA

Lotusment Advisors, LLC

Private / alternative investments Real estate investing College savings (529s, UTMA, etc.)
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