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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 99567

Out of 400,000+ nationwide

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Katelynn T

CFP®, Series 65

Eagle River, AK

Avier Wealth Advisors

Factor investing / smart beta Wealth management Founder/Business Owner
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Shannon V

Series 65

Eagle River, AK

Advisory Services Network

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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David V

Series 63, Series 65

Eagle River, AK

Advisory Services Network

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Erik B

ChFC®, Series 66

Eagle River, AK

First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Kenneth M

Series 66

Eagle River, AK

Foundations Investment Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David K

Series 63, Series 65

Eagle River, AK

Foundations Investment Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David R

Series 63, Series 65

Chugiak, AK

Eagle Strategies (NY Life)

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Gavin R

Series 66

Eagle River, AK

Edward Jones

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Planning for children with special needs
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Jeffrey H

Series 66

Eagle River, AK

Edward Jones

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Mattie H

Series 66

Eagle River, AK

Edward Jones

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