Dear First Mates, Hello everyone! This month, let’s do a deep dive into the world of Long-Term Care (“LTC”). This may not be the most glamorous topic, perhaps even a bit morose, but this information is incredibly important for both you and your loved ones. Long-term healthcare costs can devastate your retirement income security and […]
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!
