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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 95963

Out of 400,000+ nationwide

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Paul B

Series 66

Orland, CA

Creative Financial Designs, Inc.

Paul Betenbaugh is a financial advisor at Creative Financial Designs, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Creative Financial Designs and CFD Investments since 2018, following prior roles at Securities America Advisors and Securities America Inc. Betenbaugh is also licensed as an insurance agent. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive to tactical management, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Kenneth M

Series 66

Hamilton City, CA

LPL Financial

Kenneth Mason is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial, Inc. for 10 years. Outside of his advisory role, he serves as a junior varsity coach at Hamilton High School. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Joyce Y

ChFC®, Series 63, Series 66

Orland, CA

Edward Jones

Joyce Yancy is a financial advisor at Edward Jones with 24 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, she has also been involved in a business related to harvesting and bagging at Mandarin Orchard in Orland, CA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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