Dear First Mates, Given the high likelihood of approval for a Bitcoin ETF and the 2024 Bitcoin halving, I strongly recommend that each of you consider allocating a small portion (1% to 5%) of your portfolio to Bitcoin and Ethereum. I believe the asset class, while highly speculative, has tremendous potential in light of these […]
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!
