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Risk Tolerance Questionnaire — The WealthPlan LLC

Risk Tolerance Questionnaire

An exercise to help us build a portfolio you can actually stick with through all market cycles.
Question 1 of 7

    Your Total Score
    0
    out of 25 possible points
    Your Investor Profile
    —
    Suggested Portfolio Mix
    Protect
    —
    Diversify
    —
    Grow
    —

    Your portfolio mix is a starting point. Let's discuss how to put it to work for the life you're actually building.

    Book a Meeting with David
    The WealthPlan LLC is a SEC Registered Investment Adviser in New York. Advisory services are offered only where The WealthPlan LLC and its representatives are properly licensed or exempt from licensure. Nothing herein should be considered personalized investment advice or a solicitation to buy or sell any security. Investing involves risk, including the potential loss of principal. Past performance is not a guarantee of future results. For more information about The WealthPlan LLC, including our services and fees, please visit the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov (CRD# 306820).

    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!