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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

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Andrew K

Series 66

Scappoose, OR

Columbia Wealth Advisors LLC

General estate planning guidance
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Tyler H

Series 63, Series 66

Beaverton, OR

Scout Asset Management

Options & derivatives strategies Private / alternative investments Annuities
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Corey B

CFP®

Portland, OR

Empowering Finance, LLC

At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning LGBTQIA Women's Finance Gen Y/Millennials (Born 1980-1995)
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Jantz H

Series 65

Camas, WA

CSLA Financial Inc

Student loan debt College savings (529s, UTMA, etc.) Social Security optimization Cash flow / budgeting
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Joseph E

Series 63, Series 65

Portland, OR

Ravensview Capital Management, LLC

Options & derivatives strategies Active portfolio management Concentrated stock management Real estate investing Founder/Business Owner
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Todd B

CFP®, ChFC®, Series 63, Series 65

Portland, OR

Pacific Capital Works, Inc.

Passive / index investing Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Expats
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Ryan H

CFA®

Camas, WA

Hart Investment Management, LLC

General retirement planning General tax planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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George Z

Series 63, Series 65

Portland, OR

RIO Financial Planning

General retirement planning General tax planning
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Bradley A

Series 63

Beaverton, OR

AIM Advisors

Wealth management
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Nathaniel B

CFP®, Series 65

Portland, OR

Pursuit Planning and Investments, LLC

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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