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 08804

Out of 400,000+ nationwide

user avatar

John M

Series 63, Series 65

Annandale, NJ

Macmillan Financial LLC

General retirement planning General estate planning guidance
user avatar

Robert S

CFP®, Series 63

Bloomsbury, NJ

RLS Financial Services

Annuities College savings (529s, UTMA, etc.) Debt management
user avatar
firm logo

Marjorie R

CFP®

Flemington, NJ

Rand Financial Planning, LLC

General retirement planning General tax planning Cash flow / budgeting
user avatar
firm logo

Randolph F

Series 63, Series 65

Flemington, NJ

Artemis Wealth Advisors

Options & derivatives strategies Annuities
user avatar
firm logo

Matthew S

CFA®, Series 65

Alpha, NJ

Vista Financial Services LLC

Options & derivatives strategies
user avatar

Mark S

Series 63

Clinton, NJ

Investment Capital Management, Inc.

Annuities Options & derivatives strategies Active portfolio management
user avatar
firm logo

Anthony L

CFP®, Series 63

Clinton, NJ

Investment Capital Advisors

General retirement planning General tax planning Wealth management Retirement withdrawal strategies Real estate investing Approaching retirement Retired
firm logo

Matthew C

CFP®

Port Murray, NJ

True North Financial Services, LLC

Empowering People Through Financial Planning At its core, financial planning is about helping people use their resources to get the most from their time. Our financial planning process is designed to help you clarify what's most important and ensure your money is best aligned to support that vision. Knowing our goal is the compass that guides your financial path, but no direction is favorable until we know where we’re going. We operate a virtual office, providing a wealth management experience that emphasizes convenience, effectiveness, and flexibility for our clients. We'll help you feel more connected with your money and confident in your financial position. Let True North help guide you on life’s journey.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
user avatar

Brad S

Series 65

Easton, PA

Schaeffer Financial & Tax, LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

David C

ChFC®, Series 63

Califon, NJ

Covered Bridge Financial LLC

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate 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.