Dear First Mates, Hello everyone! Please watch the above September 2022 episode. 1) Introducing PanoramixAfter looking for two years, I found an excellent performance and sleeve reporting solution for clients that I can’t wait to share with you. 2) Goodbye eMoney – Hello, Right CapitaleMoney will be discontinued starting in January 2023 as I 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!
