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 60473

Out of 400,000+ nationwide

user avatar
firm logo

Lyman H

CFP®, Series 66

Frankfort, IL

Regal Oak Financial, LLC

General retirement planning Founder/Business Owner
user avatar

Donald C

Series 66

Tinley Park, IL

DMC Capital Management Inc

Passive / index investing Cash flow / budgeting
user avatar
firm logo

Alexander L

CFP®, Series 63, Series 65

Flossmoor, IL

OmniDivitia Wealth Management, Inc.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management Founder/Business Owner
user avatar
firm logo

Joseph H

CFP®, Series 63, Series 65

St. John, IN

Smart Choice Financial Planning, Inc.

Annuities General tax planning Cash flow / budgeting
user avatar
firm logo

Karen D

Series 65

Orland Park, IL

Chancellor Financial Services, Inc.

General retirement planning Social Security optimization Charitable giving & philanthropy
user avatar
firm logo

Kyle M

CFP®, Series 66

Oak Lawn, IL

Whisper Wealth Builders

General retirement planning Income planning Founder/Business Owner Approaching retirement
user avatar
firm logo

Douglas S

Series 66

Schererville, IN

Santefort Investment Group, LLC

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
user avatar
firm logo

Dennis G

Series 66

Frankfort, IL

Long Run Financial, Ltd.

Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Kally T

Series 65

Merrillville, IN

RCS Financial Advisors, Ltd

Wealth management
user avatar
firm logo

Rorik L

CFP®, Series 65

Orland Park, IL

Essential Financial Strategies

General tax planning Founder/Business Owner Parents Mid-Career Professionals
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.