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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

16 advisors near New York, NY

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Zachary S

Series 66

New York, NY

Commonwealth Financial Network

Zachary Scott is a financial advisor with Commonwealth Financial Network in New York, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at Clearfront Advisory for 10 years and has been with Commonwealth since 2015. Scott is also the owner and president of Townhouse Hill Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services, while offering various program structures and discretionary model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Malka L

Series 63, Series 66

Brooklyn, NY

Commonwealth Financial Network

Malka Lieblich is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Commonwealth since 2021. Prior to that, she was with Avantax Investment Services and has operated Lieblich Financial Services, which provides tax preparation services. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operations, technology, compliance, and investment management support while allowing advisors discretion in portfolio construction.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Joseph W

Series 65

Brooklyn, NY

Commonwealth Financial Network

Joseph Weber is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. He has worked at both Lieblich Financial Services and Commonwealth Financial Network since 2023. Outside of finance, he has served as a special education teacher at the Kiryas Joel Union Free School District since 2013. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, technology, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Lauren F

CFP®, Series 66

New York, NY

Commonwealth Financial Network

Lauren Fonacier is a CFP® professional with 16 years of industry experience. She is currently affiliated with Commonwealth Financial Network and Element Financial Group. Her prior work includes roles at Kestra Advisory, Kestra Investment Services, LLC, and NFP Advisor Services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Richard D

Series 63

New York, NY

Commonwealth Financial Network

Richard Davidman is a financial advisor at Commonwealth Financial Network in New York, NY, with over 41 years of industry experience. He holds the Series 63 designation and has worked at Commonwealth since 2011, previously serving at Element Financial and currently leading Davidman Financial Network since 2020. Outside of his advisory work, he is president and owner of DFN Gallery, a contemporary art gallery. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including managed portfolios and retirement plan consulting, while offering operational, compliance, and practice-management support to its affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David L

CFP®, Series 63, Series 65

Brooklyn, NY

Commonwealth Financial Network

David Lieblich is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses, with 12 years of industry experience. He has worked at Commonwealth since 2021 and previously held roles at Avantax Investment Services and his own firm, Lieblich Financial Services, which also provides tax preparation services. He is co-owner of LFS Wealth, LLC, an entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of advisors with a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers extensive operational, trading, technology, investment management, and compliance support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kritameth P

CFA®, Series 66

Jamaica, NY

Commonwealth Financial Network

Kritameth Pongcheewin is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Commonwealth Financial Network since 2023. Prior to joining Commonwealth, Kritameth worked at EverRise and Eurofins Lancaster Laboratories PSS, and has experience in the restaurant industry through ownership of White Coconut Thai Restaurant. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Alexandra L

Series 63, Series 65

New York, NY

Commonwealth Financial Network

Alexandra Levi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Commonwealth and Element Financial Group since 2011, where she serves as managing partner and owner of Element Financial Group LLC. Outside of her advisory work, she has participated in public service announcements addressing improvements in the education system. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers various program structures and discretionary model portfolios, delivering operational and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Eli B

CFP®, Series 63

New York, NY

Commonwealth Financial Network

Eli Baer is a CFP® with two years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Hudson Advisory Group, LLC, and the Brooklyn Academy of Music. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and back-office support, including investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Corinne K

CFP®, Series 66

New York, NY

Commonwealth Financial Network

Corinne Kurucza is a financial advisor with Commonwealth Financial Network in New York, NY, holding a Series 66 designation and 12 years of industry experience. She has been with Commonwealth since 2017 and also works with Paris International Partners, LLC. Her prior experience includes self-employment from 2015 to 2017. Kurucza is involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services, allowing affiliated advisors discretion in portfolio construction alongside access to model portfolios managed by the firm’s Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Nicole F

CFP®, Series 63, Series 65

New York, NY

Commonwealth Financial Network

Nicole Francis is a CFP® with 38 years of experience in the financial services industry. She has worked at Commonwealth Financial Network since 2017 and previously spent 12 years at Securities Service Network, Inc. and SSN Advisory, Inc. Outside of her advisory role, she serves as a co-trustee for a non-investment client. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing back-office operations, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David S

CFP®, Series 63, Series 65

New York, NY

Commonwealth Financial Network

David Schneider is a CFP® professional with 36 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Schneider Wealth Strategies, having previously worked for Cambridge Investment Research for 18 years. Outside of advising, he is a co-owner of a real estate management entity based in New York. Commonwealth Financial Network is a national registered investment adviser that supports a network of nearly 3,000 advisors and their clients through a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, technology, investment management, and compliance support while allowing advisors discretion in portfolio construction.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Warren C

Series 63, Series 65

New York, NY

Commonwealth Financial Network

Warren Cohen is a financial advisor with Commonwealth Financial Network in New York, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at Commonwealth Financial Network since 2012 and is also the sole owner of Clearfront Advisory, LLC, a private entity involved in securities and advisory businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance services while offering access to discretionary model portfolios and customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jason F

CFP®, Series 63, Series 66

New York, NY

Commonwealth Financial Network

Jason Fitz is a CFP® professional with 18 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Lincoln Financial Advisors Corporation for 10 years before joining Laurentide Wealth and Commonwealth Financial Network in 2024. Outside of advisory work, he serves as an expert witness providing financial analysis. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, including wealth management and retirement plan consulting. The firm offers operational, trading, compliance, and practice-management support, while its Investment Management and Research team manages discretionary model portfolios and distinct program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jason E

ChFC®, Series 63, Series 65

Nutley, NJ

Commonwealth Financial Network

Jason Ellis is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at Ellis Financial Advisory since 2020, and previously spent 11 years at LPL Financial and two years at Vision Retirement, LLC. Ellis is also involved in fixed insurance sales through his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers various investment programs and discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Ralph M

CFP®, Series 63, Series 66

Paramus, NJ

Commonwealth Financial Network

Ralph Margel is a CFP® professional with 39 years of experience in the financial services industry. He has been with Commonwealth Financial Network since 2004 and has operated Margel Wealth Management since 1991. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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