Dear First Mates, I hope this email finds you safe and in good health. I want to focus this month’s newsletter on some COVID-19 planning opportunities. Onwards and forwards! Consider Applying for Unemployment Insurance Benefits If EligibleRecently, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Section 2014 of the act allows states […]
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!
