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Dave's Digest

by David Warshaw

November 2019 Newsletter – Don’t Politicize Your Portfolio I

November 15, 2019

With election season upon us, I thought it would be worthwhile to share my thoughts on using your political lens for investment purposes. In a word, DON’T! Has It Always Been...

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September 2019 Newsletter – Cherish Every Day

September 15, 2019

Dear First Mates, My focus for this newsletter stems from the tragic passing of one of my Muay Thai kickboxing instructors (and a nurse to boot) named Lisa Margaritis. Lisa...

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July 2019 Newsletter – What Is Passive Income?

July 15, 2019

Dear First Mates, Hope you are all enjoying the summer and are having a blast. I'd encourage you all to read this article that I shared. It is pretty long...

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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!