Dear First Mates, This. Too. Shall. Pass. These four powerful words are a mantra of clients traveling aboard The WealthPlan LLC. I urge you to repeat (and keep repeating) these words to those you care about when faced with whatever “apocalypse du jour” is being publicized in the media. The recent crisis I’m speaking of […]
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!
