The WealthPlan LLC

December 2019 Newsletter – Holiday Thanks


Dear First Mates,

As we enter the holiday season, I want to thank you all for your business and continued patronage. I started in this industry in 2004, and some of you have known me since then. Boy, time sure does fly! That said, I’d like to ask you for feedback as we head into 2020. Words cannot describe how excited I am for next year.   

For our relationship to be more genuinely satisfying, what is the one thing I am not currently doing for you that you most wish I would do? And is there one thing I do – that I seem to take as a matter of course – which you would prefer I not do?

Please know that I ask these things for one reason only: to serve you better as you wish to be served. In just that sense, please be as candid as you can possibly be. And if these questions miss the point, please tell me what you wish I had asked you. Thank you for taking the time to consider these questions and to respond as you think best.

Happy Holidays!


Dave’s Picks
Blind Melon – No Rain
Timbaland ft. Fat Man Scoop – DROP | @Willdabeast__ Choreography #TMillyTV
The Legend of the Drunken Master 1994 Trailer | Jackie Chan

David Warshaw, CFP®

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!