Dear First Mates, Hello everyone. Let’s talk digital assets – a topic you know is near and dear to my heart and personal portfolio. 2022 was an ugly year for digital assets—and boy, do I mean disastrous. It was a perfect storm of project blow-ups, corporate fraud, the market crashing, exchanges going bankrupt, and regulatory scrutiny. The digital asset ecosystem […]
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!
