Dear First Mates, Hope you are all doing well. Be sure to watch the video above. For this month’s episode, I discuss: 1) My revamped website2) WealthPlan Risk Management LLC 3) Q2 tax planning with Holistipaln4) “Knudge” tool to help clients take action5) RPost email encryption6) Ellcard digital birthday cards7) Flourish Cash
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!
