Specialties
About Me
Hi there! I’m David Warshaw.
In 2003, I graduated from Washington University in St. Louis with a double major in finance and accounting. After hearing a guest lecture from a local financial planner, I was inspired and had an inkling that this profession was for me. I officially started my financial advisory career a year later at Ameriprise Financial. Over time, I developed the entrepreneurial spirit and launched The WealthPlan in 2011 as an independent advisor. In addition to being a CERTIFIED FINANCIAL PLANNER™, I hold both the Chartered Financial Consultant and Charted Life Underwriter designations. I live in Great Neck, Long Island, with my wife Diana and our little daughter Sophia, a.k.a., The Sophinator!
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Interests & Hobbies
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Credentials
CFP®, CHFC®, CLU®
Chartered Designations
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Disclosures
The WealthPlan LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where The WealthPlan LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The WealthPlan LLC unless a client service agreement is in place.