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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 109 near 98908

Out of 400,000+ nationwide

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Porter L

Series 66

Yakima, WA

Edward Jones

Charitable giving & philanthropy Family Business Wealth management General retirement planning ESG / Sustainable investing Founder/Business Owner
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Scott H

CFP®, Series 66

Yakima, WA

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
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Jeremy K

Series 66

Yakima, WA

Edward Jones

Retirement income strategy Charitable giving & philanthropy General retirement planning
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Levi G

Series 66

Yakima, WA

Edward Jones

Business ownership considerations Business succession planning Wealth management General estate planning guidance General retirement planning Founder/Business Owner
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Aubrey H

Series 63, Series 66

Selah, WA

Edward Jones

Business ownership considerations Business succession planning Family Business General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Kathleen W

ChFC®, Series 66

Yakima, WA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer
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Brian R

CFP®, ChFC®, Series 66

Selah, WA

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing
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Alicia M

Series 66

Yakima, WA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Multi-generational wealth transfer Retirement income strategy Founder/Business Owner
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Bradley M

Series 66

Yakima, WA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Courtney B

Series 66

Yakima, WA

Edward Jones

Retirement income strategy Divorce financial planning ESG / Sustainable investing LGBTQIA
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