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Day: August 1, 2023

What’s Up At The WealthPlan – August 2023

Dear First Mates, In this month’s episode, we discuss:1) Monday.com and the 4 Seasosn of Planning Framework2) The Schwab/TD Merger is occurring soon!3) Flourish Casah is now paying 4.90%!!!4) The Warshaw family is moving back to NY in August. WealthPlan HQ will be located in Great Neck on Long Island. I’m looking for office space, […]

August 2023 Newsletter – Themes, Themes, Themes!

Dear First Mates, I hope you’re doing well. In recent years, I’ve become fascinated with thematic exchange-traded funds (ETFs). After launching my first model here at The WealthPlan LLC, I was excited to offer clients a unique way to invest in certain long-term trends or themes. Today, I wanted to share an overview of some […]

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!