Dear First Mates,
In this month’s episode, we discuss:
1) Monday.com and the 4 Seasosn of Planning Framework
2) 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, so please don’t send anything to my current Florida address!
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!
