Dear First Mates, I hope this newsletter finds you healthy and happy. There has been a lot of talk in the news about layoffs. This inspired me to discuss planning strategies surrounding layoffs. But why reinvent the wheel if you don’t have to right? I found an excellent article on the Kitces.com blog written by Ben Henry-Moreland that does […]
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!
