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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

60 advisors near New York, NY

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Thomas D

Series 66

New York, NY

Goldman Sachs Wealth Services

Thomas D'angelo is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years at The AYCO Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and a large integrated financial group to offer tailored wealth solutions and a range of specialized programs.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Gabrielle L

Series 65, Series 66

New York, NY

Goldman Sachs Wealth Services

Gabrielle Lindenfeld is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Goldman Sachs & Co. since 2012. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and a broad range of affiliated and unaffiliated managers to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Kristina Dawn T

Series 66

New York, NY

Goldman Sachs Wealth Services

Kristina Dawn Tira is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and has worked at The Ayco Company LP and RSM US LLP. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Simmi Y

Series 66

New York, NY

Goldman Sachs Wealth Services

Simmi Yeung is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC in multiple periods since 2020, with prior experience at Skadden, Arps, Slate, Meagher & Flom and The Ayco Company LP. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as executive wealth management and private family office support, operating within a large integrated financial group with access to diverse financial products and services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Anjalee D

Series 66

New York, NY

Goldman Sachs Wealth Services

Anjalee Daryani is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Jadon J

Series 66

New York, NY

Goldman Sachs Wealth Services

Jadon Jones is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has been with Goldman Sachs since 2020. Outside of finance, he is the founder of Revolving Solutions LLC, a clothing manufacturing company based in Dallas, Texas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth services and private family office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Zachary R

Series 66

New York, NY

Goldman Sachs Wealth Services

Zachary Rudolph is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. He has worked at Goldman Sachs since 2021 and previously held roles at Ayco and Saltgate Limited. His background also includes four years at Hobart College and four years at Southern Lehigh High School. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Edward O

Series 66

New York, NY

Goldman Sachs Wealth Services

Edward O Connor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in New York, NY. He has three years of industry experience, including prior work at AlphaSense. He has been with Goldman Sachs since 2022. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored wealth solutions and utilizes centralized investment resources and model portfolios to implement strategies through both affiliated and unaffiliated managers.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Vanessa K

Series 66

New York, NY

Goldman Sachs Wealth Services

Vanessa Kabongo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Her prior roles include positions at EisnerAmper, PriceWaterhouseCoopers, Ernst & Young, and Deloitte. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Miranda J

Series 66

Jersey City, NJ

Goldman Sachs Wealth Services

Miranda Josephson is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. She previously worked at BlackDiamond Wealth Management and has a background that includes roles at New York University and Murray & Josephson CPA LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth, Personal Wealth, Private Family Office support, and retirement plan education.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Rohit A

Series 66

Jersey City, NJ

Goldman Sachs Wealth Services

Rohit Ahuja is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Boston Private Bank and Trust Company. Ahuja also has experience in academia, having been affiliated with The College of Saint Rose for several years. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large financial group with a broad range of affiliated services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Il Kyu L

Series 66

New York, NY

Goldman Sachs Wealth Services

Il Kyu Lee is a financial advisor at Goldman Sachs Wealth Services in New York, NY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at UBS, Commonwealth Financial Network, and academic positions at Northeastern University and CUNY Baruch College. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as executive wealth and private family office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Charles W

Series 65, Series 66

New York, NY

Goldman Sachs Wealth Services

Charles Wolff is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Goldman Sachs and its affiliates since 2012, including a role at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers while providing tailored solutions such as executive wealth and private family office services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Haley M

Series 66

New York, NY

Goldman Sachs Wealth Services

Haley Mordis is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in New York, NY. She has two years of industry experience, including prior roles at Merrill Lynch and a legal position at the Law Offices of Pamela Higer-Polani. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth and private family office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Immanuel T

Series 63

New York, NY

Goldman Sachs Wealth Services

Immanuel Tan is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 63 designation and previously worked at United Capital Financial Advisers, LLC. Based in New York, NY, he has been with Goldman Sachs since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with unique cross-affiliate capabilities.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Lauren P

Series 66

New York, NY

Goldman Sachs Wealth Services

Lauren Palacio is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds the Series 66 designation and has been with Goldman Sachs since 2015, with a brief interval between 2019 and 2021. Based in New York, NY, she provides wealth management services within a large integrated financial firm. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, delivering tailored solutions such as private family office support and retirement plan education.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Abyssinia V

Series 65, Series 66

New York, NY

Goldman Sachs Wealth Services

Abyssinia Vanterpool is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. She has been with Goldman Sachs & Co. since 2015. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as executive wealth and private family office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Marissa M

Series 66

New York, NY

Goldman Sachs Wealth Services

Marissa Mehling is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her background includes multiple roles at Goldman Sachs since 2022 and prior experience in the food service industry. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Sofia A

Series 66

New York, NY

Goldman Sachs Wealth Services

Sofia Agredo is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation and has worked at Goldman Sachs since 2023. Prior to joining Goldman Sachs, she held positions at The Colony Palm Beach and the Weston Recreation Department. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Julianne D

Series 63, Series 66

New York, NY

Goldman Sachs Wealth Services

Julianne De Marco is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily at The Ayco Company L.P., with additional experience at New York University’s Stern School of Business and as a freelance professional. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating cross-affiliate capabilities within a large financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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