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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 98382

Out of 400,000+ nationwide

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Peter H

Series 63, Series 65

Sequim, WA

Companion Portfolio Management

Options & derivatives strategies Real estate investing Retired
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Steven M

Series 65

Sequim, WA

Sound Financial Center LLC

General tax planning Cash flow / budgeting
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Joseph M

Series 63, Series 65

Sequim, WA

Sound Financial Center LLC

General tax planning Cash flow / budgeting
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John M

Series 65

Sequim, WA

Sound Financial Center LLC

General tax planning Cash flow / budgeting
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Julie S

Series 66

Sequim, WA

Martel Wealth Advisors, LLC

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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Teddy L

Series 66

Sequim, WA

Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Michael M

Series 63, Series 65

Sequim, WA

Calton & Associates, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Lisa P

Series 66

Sequim, WA

Osaic Advisory Services, LLC

Annuities
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Rachel S

Series 66

Sequim, WA

Centaurus Financial, Inc.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Heather H

Series 66

Sequim, WA

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Passive / index investing
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