The WealthPlan LLC

May 2023 Newsletter – The Art & Science of Investing Webinar

Dear First Mates,  I hope you all are well and enjoying the beautiful Spring weather. For this month, I’d like to mix it up and share a recently recorded webinar called “The Art & Science of Investing.”  Think of this recording as an Investing 101 course that I hope you enjoy. This is great for your […]

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!