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 166 near 45371

Out of 400,000+ nationwide

firm logo

Sherri D

Series 66

New Carlisle, OH

Edward Jones

Retirement income strategy General retirement planning Inheritance planning General estate planning guidance Women's Finance Women Professionals
firm logo

Darrien K

CFP®, Series 66

Fairborn, OH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
firm logo

Scott Y

Series 66

Dayton, OH

Edward Jones

firm logo

Edward C

Series 66

Tipp City, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy ESG / Sustainable investing Military & Veterans Executive Values-based investing Religious/faith focused
firm logo

Nicholas G

Series 63, Series 65

Brookville, OH

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Inheritance planning
firm logo

Evan T

Series 66

Brookville, OH

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance
firm logo

Michael S

ChFC®, Series 66

Troy, OH

Edward Jones

firm logo

Neil N

Series 63

Tipp City, OH

Edward Jones

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Business ownership considerations General estate planning guidance Founder/Business Owner
firm logo

Vicki L

Series 66

West Milton, OH

Edward Jones

Business ownership considerations Business succession planning Retirement income strategy Wealth management Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
firm logo

Dustin K

CFP®, Series 66

West Milton, OH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
© 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