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 20886

Out of 400,000+ nationwide

user avatar
firm logo

Christopher R

CFP®, Series 63

Chevy Chase, MD

Green View Advisors LLC

Divorce financial planning College savings (529s, UTMA, etc.)
user avatar
firm logo

Edward N

Series 66

Gaithersburg, MD

Enroute Wealth Management, LLC

Annuities
user avatar

David M

CFA®

Germantown, MD

Parkview Capital LLC

Options & derivatives strategies Real estate investing
user avatar
firm logo

Veska K

Series 66

Chevy Chase, MD

ACI Group

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Key person insurance & risk mitigation Tax strategies for small businesses Founder/Business Owner Executive
user avatar

John H

Series 63, Series 66

Sterling, VA

Alpha Strategies Corporation

Wealth management Private / alternative investments Real estate investing
user avatar

John P

CFP®, Series 63, Series 65

Rockville, MD

Cwm Financial Group, Inc.

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

Samuel A

ChFC®, Series 63, Series 65

Kensington, MD

Laser Wealth Management, LLC

General tax planning
user avatar
firm logo

Mary T

ChFC®, Series 65

Gaithersburg, MD

Serene Financial Solutions

Social Security optimization Debt management Business exit / sale strategy Founder/Business Owner
user avatar
firm logo

Sara C

Series 65

Silver Spring, MD

Plein Air Capital Advisers, LLC

Active portfolio management Concentrated stock management
user avatar
firm logo

Robert S

Series 65

Clarksville, MD

Robert A. Sandler, LLC

General retirement planning General tax planning Wealth management 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.