“A budget is telling your money where to go instead of wondering where it went” – Dave Ramsey Dear First Mates, Howdy everyone? This is a special newsletter for me as I recently became a father. Diana and I welcomed Sophia Ashraf Warshaw into this world on 4/16/2022. I wrote a detailed Facebook post on […]
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!
