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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

199 advisors near New York, NY

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Ronald R

CFP®, Series 63, Series 65

New York, NY

Primerica Advisors

Ronald Ramirez is a CFP® professional with 37 years of industry experience. He is currently with Primerica Advisors and Guardian Life Insurance Company, having worked at both firms since 1989. His career includes extensive tenure at Primerica Advisors beginning in 1999. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual investors, high-net-worth clients, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across multiple program types.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Vidal P

CFP®, Series 63, Series 65

New York, NY

Primerica Advisors

Vidal Peoples is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Peoples is also the owner of Ennoble Wealth, LLC, a business that supports his work as a Guardian Financial Representative. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party models and provides integrated account-level services such as lending solutions and donor-advised funds.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Sebastien F

Series 66

New York, NY

Primerica Advisors

Sebastien Ferjule is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Astoria Finance, Crystal Finance, and BNP Paribas. Outside of his advisory role, he is involved with SAS Suprem, an investment-related business based in Lyon, France. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a mix of proprietary model portfolios and third-party strategies across various investment programs.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Matthew G

Series 66

New York, NY

Primerica Advisors

Matthew Goldstein is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and has worked at Park Avenue Securities since 2024. His prior roles include positions at Guardian Life Insurance Company and Gerson Lehrman Group. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services such as lending solutions and donor-advised funds.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Evan W

CFP®, ChFC®, Series 66

New York, NY

Primerica Advisors

Evan Wohl is a financial advisor with Primerica Advisors based in New York, NY, holding the CFP®, ChFC®, and Series 66 designations and has 16 years of industry experience. He has worked at Park Avenue Securities, Guardian, and Hollywood Golf Club since 2008. Wohl serves on the advisory board of the Hoppe Gala, a nonprofit organization. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary models, third-party managers, and digital advice solutions.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael R

Series 63, Series 65

New York, NY

Primerica Advisors

Michael Ringel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Primerica Advisors and Guardian Life Insurance Company, as well as Park Avenue Securities. Outside of his advisory work, he is also involved in accounting, tax, and consulting services through his CPA practice. Park Avenue Securities serves a diverse client base ranging from individual investors to corporations, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party models, supporting both discretionary and non-discretionary accounts.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Timothy F

CFP®, Series 66

New York, NY

Primerica Advisors

Timothy Faughnan is a CFP® with 21 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he is involved in writing business for term, group, and whole life insurance through other companies. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and offers both discretionary and non-discretionary account management.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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William M

Series 66

Paramus, NJ

Primerica Advisors

William Marbit is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has 19 years of industry experience. His work history includes positions at Park Avenue Securities and Guardian Life Insurance Company. He is also licensed to sell insurance products with companies other than Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers to implement diversified investment strategies.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Melissa S

Series 66

New York, NY

Primerica Advisors

Melissa Schlow is a financial advisor with Primerica Advisors in Warren, NJ. She holds a Series 66 designation and has experience working at New York RHB and Guardian Life Insurance Company. Outside of finance, she is a fitness and health coach, leading CrossFit and endurance running classes through Chimney Rock CrossFit. Primerica Advisors serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory relationships, along with financial planning and consulting services. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, supporting discretionary and non-discretionary accounts across various asset types.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Emilio F

Series 66

New York, NY

Primerica Advisors

Emilio Fernandez is a Series 66 licensed financial advisor with Primerica Advisors based in New York, NY. He has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2024. Prior to his current roles, he was involved with ELLI Travel Group, Recsports, Larchmont Shore Club, and Larchmont Youth Soccer. Park Avenue Securities serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account services such as lending and donor-advised funds.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Brian S

Series 66

New York, NY

Primerica Advisors

Brian Sturdivant is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has seven years of industry experience and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, and Morgan Stanley. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across a range of account types and programs.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Ian K

CFP®, Series 63, Series 65

New York, NY

Primerica Advisors

Ian Kansky is a CFP® professional with 20 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2014. In addition to his advisory role, he engages in public speaking on financial wellness topics. Park Avenue Securities LLC serves a wide range of clients, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and supports diverse account management options.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Marianne C

Series 66

New York, NY

Primerica Advisors

Marianne Caswell is a financial advisor with Primerica Advisors who holds a Series 66 designation and has eight years of industry experience. She has worked with Park Avenue Securities, LLC and Guardian Life Insurance Company since 2013. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies along with financial and business consulting.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Anthony M

ChFC®, Series 63, Series 65

New York, NY

Primerica Advisors

Anthony Mazzei Sr. is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been affiliated with Primerica Advisors since 1999, with additional roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved in several business ventures including National Financial Network, LLC, and serves on the Foundation for Charity for NFN. Park Avenue Securities LLC serves a diverse retail client base offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms, managing approximately $15 billion in assets under management.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Jordan E

Series 66

New York, NY

Primerica Advisors

Jordan Eidelkind is a financial advisor with Primerica Advisors and holds the Series 66 designation. He has experience at Park Avenue Securities, Guardian Life Insurance Company, and several other firms across various industries. His background includes roles in both financial services and business sectors. Park Avenue Securities LLC serves individual investors, corporate clients, and retirement plans through brokerage and advisory channels. The firm offers a range of investment programs and financial planning solutions, utilizing proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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David O

CFP®, Series 63, Series 65

New York, NY

Primerica Advisors

David Orsolino is a financial advisor with Primerica Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2005. Outside of his advisory role, he serves as a trustee for an irrevocable trust. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with options for discretionary and non-discretionary account management.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrew G

Series 66

Paramus, NJ

Primerica Advisors

Andrew Gilliland is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked with Guardian Life Insurance Co of America and Primerica Advisors since 2021. Outside of his advisory role, he facilitates virtual weekly meetings for the Artistic Coaching Group. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Andrea A

Series 63, Series 65

Flushing, NY

Primerica Advisors

Andrea Avitabile is a financial advisor with Fidelity, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. Prior to joining Fidelity, Avitabile worked at Charles Schwab from 2013 to 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is noted for its use of systematic methodologies, AI/LLMs in research, and its roles as a commodity pool operator and advisor to multiple registered investment companies.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Daniel P

Series 66

New York, NY

Primerica Advisors

Daniel Paikin is a financial advisor with Primerica Advisors based in Woodcliff Lake, NJ, holding a Series 66 designation and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, Paikin is involved in marketing activities through Tempus Financial Group, LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Samuel M

Series 66

New York, NY

Primerica Advisors

Samuel Marcus is a Series 66-licensed advisor with Primerica Advisors based in New York, NY. He has one year of industry experience and currently works at Park Avenue Securities. Prior to this, he held roles at Guardian Life Insurance Company and has experience in insurance brokering. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios and third-party investment managers across various account types.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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