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 08753

Out of 400,000+ nationwide

user avatar

Thomas M

Series 63, Series 65

Toms River, NJ

Asset Management Services Group, Inc.

Active portfolio management
user avatar
firm logo

Joseph F

Series 63, Series 65

Forked River, NJ

The Faragi Group

Options & derivatives strategies Real estate investing
user avatar

Chaim G

Series 65

Lakewood, NJ

Lakewealth Capital, LLC.

Factor investing / smart beta Active portfolio management
user avatar
firm logo

Yale L

CFP®, Series 63

Forked River, NJ

Next Generation Wealth Planning, LLC

Charitable giving & philanthropy
user avatar
firm logo

James B

Series 65

Bayville, NJ

QEX Asset Management LLC

Active portfolio management Tax-loss harvesting
user avatar

Paul I

Series 63, Series 65

Sea Girt, NJ

Cascio Wealth Management

Annuities
user avatar
firm logo

Kelly T

CFP®

Brielle, NJ

Sea Clear Financial Planning, LLC

General retirement planning
user avatar
firm logo

Cameron L

Series 65

Toms River, NJ

Lease Investment Advisors

College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar
firm logo

Michelle C

Series 66

Point Pleasant, NJ

Sea Change Financial Planning

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
user avatar
firm logo

Joseph R

Series 66

Lakewood, NJ

Onyx Wealth Management LLC

Cash flow / budgeting Debt management General tax planning Wealth management Passive / index investing
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.