Why Playing Defense in Investing Matters Market crashes aren’t just history lessons—they’re gut punches for anyone with real money invested. If you’ve ever lost sleep during a downturn, you know the feeling: panic, second-guessing, and that sinking fear of “what if it all disappears?” The truth is, you don’t need to invest with fear. You […]
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!
