Dear First Mates, In this episode of ‘What’s Up at the WealthPlan,’ we cover the latest updates and plans for your 2025 portfolios. We’re in the investment and account review season, targeting increased allocations in alternative investments like private equity, private credit, and real estate. Bitcoin has reached a historic high, and we’re bullish about […]
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!
