The WealthPlan LLC

May 2020 Newsletter – Your Financial Dashboard

Dear First Mates, Hello there! I hope this email finds you safe, in good spirits, and healthy. For this months’ newsletter, I’d like to discuss the importance of having your own Personal Financial Dashboard. This dashboard will enable you to do some (or even all) of the following five things: 1) Link accounts to get […]

June 2020 Newsletter – Three Investment Insights

“We live on an island surrounded by a sea of ignorance. As our island of knowledge grows, so does the shore of our ignorance.” – John Wheeler Dear First Mates, Hello everyone! I hope you all are doing well and in good cheer. I am looking forward to the summer—however odd it may be. The last few […]

David Warshaw, CFP®

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!