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 48460

Out of 400,000+ nationwide

user avatar

Ronald J

Series 63, Series 65

New Lothrup, MI

Faithful Steward Wealth Management, Inc.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Real estate investing Religious/faith focused
user avatar
firm logo

Robert Z

CFP®, Series 63, Series 65

Owosso, MI

LIFEGOALS FINANCIAL GROUP

General retirement planning Tax-loss harvesting Income planning Cash flow / budgeting
user avatar

Edward I

CFP®, Series 63, Series 65, Series 66

Swartz Creek, MI

Security First Financial

Wealth management
user avatar
firm logo

Edward D

Series 63, Series 65, Series 66

Owosso, MI

MMI Asset Management Services, LLC

Annuities
user avatar

Mark H

Series 65

Swartz Creek, MI

Security First Financial

Wealth management
user avatar
firm logo

Katrina S

Series 63, Series 65

Flint, MI

RedHawk Wealth Advisors, Inc.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Deborah J

Series 65

Flint, MI

RedHawk Wealth Advisors, Inc.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Donald F

CFP®, Series 63

Swartz Creek, MI

Clear Creek Financial Management, LLC

Options & derivatives strategies Charitable giving & philanthropy Tax strategies for small businesses Founder/Business Owner Executive
user avatar
firm logo

Amy C

Series 63

Corunna, MI

M Holdings Securities, INC.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
user avatar
firm logo

Sailey S

Series 63, Series 66

Owosso, MI

The huntington Investment company

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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.