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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 79022

Out of 400,000+ nationwide

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Joby C

Series 63, Series 66

Dalhart, TX

Raymond James Financial

Joby Childress is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 23 years of industry experience. His career includes roles at Raymond James Financial Services, Inc., Raymond James & Associates Inc., and Next Financial Group, Inc. prior to his current position. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on non-discretionary advisory services supported by an extensive affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Eric D

Series 66

Dalhart, TX

Edward Jones

Eric Diaz is a financial advisor with Edward Jones in Dalhart, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, Diaz owns and manages Tri Genetics LLC, a show hog business involved in raising show hogs for sale. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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