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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

3 advisors near New York, NY

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Pui Ho I

Series 63, Series 66

New York, NY

Kahn Brothers Advisors LLC

Pui Ho Ip is a financial advisor at Kahn Brothers Advisors LLC with 24 years of industry experience. He has previously worked at Raymond James & Associates, Inc. and Stifel, Nicolaus & Company, Incorporated. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management primarily to individuals, high-net-worth clients, and institutional investors. The firm employs a modified Graham and Dodd value investing approach, focusing on bottom-up fundamental analysis to identify undervalued or special-situation opportunities across market capitalizations.

Wealth management Founder/Business Owner
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Thomas K

CFA®, Series 63, Series 65

New York, NY

Kahn Brothers Advisors LLC

Thomas Kahn is a CFA® charterholder with 56 years of industry experience. He has been a manager and analyst at Kahn Brothers Advisors LLC and related entities since 1978 and currently serves at Kahn Brothers Advisors LLC. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management primarily for individuals, high-net-worth clients, and institutional investors. The firm employs a modified Graham and Dodd value investing approach focused on bottom-up fundamental analysis to identify undervalued opportunities across market capitalizations, with typical holding periods of three to five years or longer.

Wealth management Founder/Business Owner
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Patrick S

CFA®, Series 63, Series 66

New York, NY

Kahn Brothers Advisors LLC

Patrick Stadelhofer is a CFA® charterholder and financial advisor at Kahn Brothers Advisors LLC with three years of industry experience. He previously worked at Atlantic Lion Investments and VGI Partners. Kahn Brothers Advisors LLC provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and institutional investors, focusing primarily on publicly traded equity portfolios. The firm employs a modified Graham and Dodd value investing approach based on bottom-up fundamental analysis and typically holds investments for three to five years or longer.

Wealth management Founder/Business Owner
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