Dear First Mates, My focus for this newsletter stems from the tragic passing of one of my Muay Thai kickboxing instructors (and a nurse to boot) named Lisa Margaritis. Lisa drowned tragically at the age of 48 and is survived by her husband and 15-year-old son. It is eerie seeing someone on Tuesday and losing […]
HI, 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!
