The WealthPlan LLC

What’s Up At The WealthPlan – August 2022

Dear First Mates, Hello everyone. I hope everyone’s summer is going well! In today’s video, I introduce you to the newest member of the Warshaw family – Sophia Ashraf Warshaw (aka lil’ Soph Sophs aka The Sophinator!)

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!