Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Robert S
CFP®, Series 63, Series 66
Hood River, OR
Nest Financial Planning, LLC
Robert Severdia Jr. is a CFP® professional with 15 years of industry experience. He is the principal advisor at Nest Financial Planning, LLC, a firm he joined in 2022 after working at Cross Financial Advisors, LLC and LPL Financial. Nest Financial Planning, LLC provides discretionary investment management and financial planning services to individuals and employer plan sponsors, serving both high-net-worth and non-HNW clients. The firm uses asset allocation strategies guided by Modern Portfolio Theory, primarily employing passive funds, and offers employee benefit plan advisory services including participant education and group workshops.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters