The WealthPlan LLC

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  • 60 Cutter Mill Rd. Suite 100-G, Great Neck, NY 11021
  • 516-400-7111

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Our Client Service Commitment

We place a high emphasis on servicing our clients the way we wish to be treated.

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Our office phone is both talk and text enabled.

In Person or Virtual Meetings

We can meet in person or over Zoom - whatever is most convenient for you.

Return Calls & Emails Promptly

We return calls and emails within 24 hours (usually much sooner)! David specifically chooses to answer his phone so clients get him directly.

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!