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 15 financial advisors of 15 near 30643

Out of 400,000+ nationwide

firm logo

Donavan L

Series 66

Lavonia, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Founder/Business Owner
firm logo

John O

CFP®, Series 66

Hartwell, GA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning
user avatar
firm logo

Richard B

Series 63, Series 66

Anderson, SC

Andrew Garrett Inc.

user avatar
firm logo

Mark M

Series 63, Series 65

Anderson, SC

Andrew Garrett Inc.

user avatar
firm logo

Robert D

Series 65

Hartwell, GA

Advocacy Wealth Management, LLC

user avatar
firm logo

Jacob D

Series 65

Hartwell, GA

Bison Wealth, LLC

user avatar
firm logo

Joseph B

Series 66

Anderson, SC

United Capital Financial Advisors

user avatar

Holly T

Series 63, Series 65

Hartwell, GA

State Farm Investment Management Corp.

user avatar

Tracy T

Series 63, Series 65

Lavonia, GA

State Farm Investment Management Corp.

user avatar
firm logo

Rodney N

Series 63, Series 65

Bowersville, GA

OPPENHEIMER & CO. iNC.

© 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