With election season upon us, I thought it would be worthwhile to share my thoughts on using your political lens for investment purposes. In a word, DON’T! Has It Always Been So Hostile? Yes. Our political system has frequently been dysfunctional and filled with personal attacks. Remember when Aaron Burr shot Alexander Hamilton? Or when Thomas […]
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!
