“Don’t follow your passion. Seriously. Don’t follow your passion. Your passion is likely moredumb and useless than anything else. Your passion should be your hobby, not your work.Do it in your spare time. Instead, at work, seek to contribute. Find the hottest, most vibrantpart of the economy you can and figure out how you can contribute best and most. Makeyourself of value to people around you, to customers and coworkers, and try to increasethat value every day.” – Ryan Selkis
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!