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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 91 near 98801

Out of 400,000+ nationwide

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Stewart C

Series 63, Series 66

East Wenatchee, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Brieanna A

Series 66

Wenatchee, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Inheritance planning Women Professionals
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Darl B

ChFC®, Series 63, Series 66

East Wenatchee, WA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner
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Juan I

Series 63, Series 66

Wenatchee, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing General retirement planning Retirement income strategy Hispanic/Latino/Latinx Newlywed/Engaged Young Families
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Cody G

Series 65

Malaga, WA

Arrowstone Wealth, LLC

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Richard B

Series 63, Series 65

Wenatchee, WA

James Capital Management LLC

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Bradley B

CFP®, Series 66

Cashmere, WA

Blackburn Financial

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Sean G

CFP®, Series 63, Series 65

Wenatchee, WA

Telos Wealth

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Scott B

CFP®, Series 65

Wenatchee, WA

Cascade Wealth Advisors, Inc

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Stephen A

Series 63, Series 65

Cashmere, WA

Blackburn Financial

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