“Money makes money. And the money that makes money makes more money.” – Benjamin Franklin Dear First Mates, Happy Holidays, everybody! As we close out 2020, I’d like this newsletter to be a back-to-basics sort of deal. The kind of newsletter you’d share with your children and their friends. Let’s start from the top. There are […]
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!
