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 07751

Out of 400,000+ nationwide

user avatar

Joseph K

Series 66

Middletown, NJ

Joseph C. Kelly & Associates, Inc.

General retirement planning Wealth management
user avatar

Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Options & derivatives strategies Active portfolio management
firm logo

Kristen V

CFP®

Neptune, NJ

Pathways Financial Planning

Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.

General retirement planning General tax planning Work/Life Balance
user avatar
firm logo

Wesley C

Series 63, Series 65

Red Bank, NJ

Olson, Cross & Alamo Advisors LLC

Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Alice S

Series 63, Series 65

Keansburg, NJ

Solomon Investment Group, Inc.

College savings (529s, UTMA, etc.) Annuities
user avatar

Uday G

Series 65

North Brunswick, NJ

Gogate, Uday S.

Income planning Concentrated stock management
user avatar
firm logo

Peter S

Series 66

Little Silver, NJ

Adaero Capital Management, LLC

Active portfolio management
user avatar
firm logo

Robert M

Series 63, Series 65

Neptune, NJ

DTM Advisory Group LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) Long-term care insurance
user avatar
firm logo

Matthew H

Series 65

Parlin, NJ

Howard-Martin Capital Group, LLC

Active portfolio management
user avatar

Donald L

CFP®, Series 63, Series 65

Long Branch, NJ

New Amsterdam Wealth Planning

Retirement income strategy Options & derivatives strategies Cash flow / budgeting
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.