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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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Robert G

Series 63, Series 65, Series 66

Montclair, NJ

Guerra Pan Advisors, LLC

Robert Guerra is the principal advisor at Guerra Pan Advisors, LLC, with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at J. Alden Associates, Alden Capital Management, Bank of America, and Merrill Lynch. Guerra Pan Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis in portfolio construction, offering customized management with both discretionary and non-discretionary options.

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