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

Top 30 financial advisors of 1,549 near 02828

Out of 400,000+ nationwide

firm logo

John L

CFP®, Series 63, Series 65, Series 66

Barrington, RI

Edward Jones

Charitable giving & philanthropy Divorce financial planning Retirement income strategy Planning for children with special needs General estate planning guidance Attorney
firm logo

Patrick H

Series 66

North Smithfield, RI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business succession planning General estate planning guidance Executive Founder/Business Owner
firm logo

William F

CFP®, Series 66

Riverside, RI

Edward Jones

Business ownership considerations Wealth management Founder/Business Owner Intergenerational Families
firm logo

Christopher S

CFP®, Series 66

Barrington, RI

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
firm logo

Paolo C

CFP®, Series 66

Greenville, RI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
firm logo

Linda F

Series 66

Rehoboth, MA

Edward Jones

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
firm logo

Nathan F

CFP®, Series 63, Series 65

Cranston, RI

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Wealth management
firm logo

Alexander H

Series 63, Series 66

Cranston, RI

Edward Jones

firm logo

Thomas M

Series 66

Warwick, RI

Edward Jones

firm logo

Kelley B

Series 66

North Providence, RI

Edward Jones

© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement Privacy Policy Form ADV Brochure Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—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