Dear First Mates, In today’s interconnected world, cybersecurity threats and identity theft are more prevalent than ever. In fact, Americans lost $10 billion to fraud in 2023 alone! I should know, as I almost became a victim of a brilliant social engineering scam myself. Watch this video to hear my story. Therefore, protecting your personal […]
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!
