Direct booking

firm logo

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

Advisors near 01923

Out of 400,000+ nationwide

user avatar
firm logo

Robert L

Series 65

Arlington, MA

Aztec Capital LLC

Options & derivatives strategies Active portfolio management
user avatar

Newton S

Series 63, Series 65

Reading, MA

MS Financial Services, LLC

Wealth management
user avatar

Brian H

CFP®

Medford, MA

Hennessy Financial Services

General retirement planning
user avatar
firm logo

Anthony C

CFP®, ChFC®, Series 66

Andover, MA

Zen Financial Planning, LLC

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Umbrella liability Founder/Business Owner
user avatar
firm logo

Charlise W

CFP®, Series 66

Manchester By The Sea, MA

Stonehaven Private Wealth Management LLC

Multi-generational wealth transfer Concentrated stock management Charitable giving & philanthropy Equity compensation tax strategy Founder/Business Owner Executive Established Professionals
user avatar
firm logo

Mark B

CFP®, Series 63, Series 65

Danvers, MA

Butterworth Financial LLC

Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
user avatar
firm logo

Kathleen C

CFP®, Series 63, Series 66

Salem, MA

Red Clover Wealth Management, LLC

General retirement planning Income planning Medicare planning College savings (529s, UTMA, etc.)
user avatar
firm logo

Joseph C

Series 66

Woburn, MA

Sagamore Wealth Management, LLC

General retirement planning Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Chad O

Series 65

Belmont, MA

Cascade Wealth LLC

General retirement planning General tax planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Robert S

Series 65

Topsfield, MA

Double Eagle Capital Management, LLC

Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.