“We must never sacrifice net fulfillment for net worth!” “Research in psychology backs me up: People who spend money on time-saving purchases experience greater life satisfaction, regardless of their income.” – Bill Perkins Dear First Mates, Hello everyone! This month’s newsletter was inspired by a podcast featuring Bill Perkins – a successful hedge fund manager and entrepreneur. You’d think […]
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!
