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Retirement Wealth Management, LLC

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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

2 advisors near New York, NY

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Richard P

Series 65, Series 66

Nutley, NJ

Retirement Wealth Management, LLC

Richard Polo is a financial advisor with Retirement Wealth Management, LLC in Nutley, NJ, holding Series 65 and Series 66 licenses and having 11 years of industry experience. He has worked at Cetera Investment Advisers LLC and CETERA Financial Specialists LLC, and has been a self-employed consultant. Polo also manages an accounting and tax consulting practice, Polo Financial Consulting & Tax Services, LLC. Retirement Wealth Management, LLC is a small, supported registered investment adviser serving individuals, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach using a variety of securities and occasionally derivatives, providing discretionary portfolio management and financial planning services.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting
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Richard P

PFS™, Series 63

Nutley, NJ

Retirement Wealth Management, LLC

Richard Polo is a financial advisor at Retirement Wealth Management, LLC with 26 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Retirement Wealth Management in 2020, he worked for Cetera Investment Advisers LLC and Cetera Financial Specialists LLC from 2005 to 2020. Outside of his advisory role, he owns and operates Polo Financial, a tax and accounting consulting practice. Retirement Wealth Management, LLC is a small, supported registered investment adviser serving individuals, trusts, estates, and small businesses. The firm employs a fundamental, long-term investment approach using a range of securities and occasionally derivatives, with discretionary portfolio management and financial planning services.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting
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