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 30 financial advisors of 41 near 43567

Out of 400,000+ nationwide

firm logo

Michael S

CFP®, Series 66

Napoleon, OH

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
firm logo

Terry H

CFP®, Series 66

Napoleon, OH

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General estate planning guidance
firm logo

Wanda N

Series 66

Wauseon, OH

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.)
firm logo

Jacob N

Series 66

Wauseon, OH

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management
firm logo

Blake S

CFP®, Series 66

Napoleon, OH

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
user avatar
firm logo

Jason B

CFA®, Series 63

Mcclure, OH

Stirling Bridge Wealth Partners, LLC

user avatar
firm logo

David S

Series 63, Series 65

Napoleon, OH

Impassioned Wealth Management Ltd

user avatar

Michael C

Series 63, Series 66

Archbold, OH

Childs Investment Group, Inc.

user avatar

Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

user avatar
firm logo

Kirk W

Series 66

Archbold, OH

724 Capital, LLC

© 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