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 59 near 48161

Out of 400,000+ nationwide

firm logo

Shawn S

Series 63, Series 66

Monroe, MI

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
firm logo

Fred S

Series 66

Monroe, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Planning for children with special needs General retirement planning Wealth management
firm logo

Joel S

Series 66

Lambertville, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Real estate investing Business ownership considerations Founder/Business Owner Established Professionals
firm logo

Scott O

Series 66

Flat Rock, MI

Edward Jones

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

Monica W

CFP®, Series 63, Series 66

Monroe, MI

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Oil & Gas
firm logo

Troy F

CFP®, Series 66

Temperance, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
firm logo

David A

Series 66

Lambertville, MI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management
firm logo

Carlos R

Series 66

Lambertville, MI

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Business ownership considerations Tax strategies for small businesses Founder/Business Owner Hispanic/Latino/Latinx Young Families
user avatar
firm logo

Shanyn S

Series 63, Series 65

Lambertville, MI

Advanced Financial Management, Inc.

user avatar
firm logo

Adam M

Series 63, Series 65

Monroe, MI

River Raisin Investment Partners, 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