The WealthPlan LLC

See Me In Action! →

Youtube Instagram Facebook X-twitter Linkedin
Menu

Day: April 19, 2023

April 2023 Newsletter- All About Annuities

Dear First Mates, I hope you are doing well! Given the relative safety of some annuities during periods of economic duress, several clients have recently asked for more information about this investment vehicle. With that in mind, I thought I would share an overview with you today. Take a look at the key points I’ve […]

What’s Up At The WealthPlan – April 2023

Dear First Mates, For this month’s episode, I discuss: 1) New Legacy Planner service through Wealth.comThrough my new partnership with the Wealth.com platform, I can now guide clients in creating their own estate documents. This estate plan includes a will, power of attorney, health care proxy, and revocable trust.  2) Invoice Email Clarification: You need not […]

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!