The WealthPlan LLC

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Meet the Team

David Warshaw, CFP®

Amy Fike

The WealthPlan LLC, founded by Certified Financial Planner™ David Warshaw, offers personalized financial planning and wealth management services tailored to individual client needs. With over 20 years of experience, David employs his unique “Four Seasons Approach to Financial Planning,” guiding clients through each quarter of the year with strategies aligned to their retirement goals. This comprehensive framework addresses retirement and cash flow, tax planning and insurance optimization, estate planning, and investment reviews. The firm serves a diverse clientele, including young professionals, growing families, pre-retirees, and small business owners, providing customized solutions to help clients achieve financial success.

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David Warshaw, CFP®

I’m David Warshaw, founder of The WealthPlan LLC. Since 2011, I’ve been helping individuals and families find clarity and confidence in their financial lives. With designations as a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Chartered Life Underwriter®, I blend rigorous financial expertise with real-world guidance, translating complex strategies into clear, actionable steps.

At The WealthPlan LLC, I guide clients through my Four Seasons of Planning framework:

  • Spring – Tax planning and insurance optimization.
  • Summer – Estate planning and support for loved ones.
  • Fall – Investment strategy and account reviews.
  • Winter – Retirement and cash flow planning.

This process keeps financial planning simple, organized, and adaptable to life’s changes.

I live in Great Neck, Long Island, with my wife Diana and our daughter Sophia (a.k.a. The Sophinator). Outside of work, I’m passionate about movies, music, traveling, martial arts, and dancing. I’m also a lifelong learner with a deep interest in Jewish theology and personal growth.

Amy Fike

Amy Fike joined The WealthPlan LLC in 2022. She has a BS in Business Administration with a minor in Marketing from the University of Maryland University College. She is currently pursuing an MS in Psychology from Capella University.

Amy’s professional experience includes a variety of executive, financial, and back office supports. Her career began with two portfolio management software companies, Morningstar and AssetBook. At both companies, she provided back office support services to registered investment advisors and became an expert in customer support. Amy’s experience in working with business professionals led her to work for Hanover Street Capital providing due diligence for Deutsche Bank’s commercial real estate financing company. In 2019 Amy served as the finance manager of Garrett County Lighthouse, a non-profit psychiatric rehabilitation facility, and was quickly promoted to Executive Director where she helped structure the organization and build lasting referring relationships.

Amy resides in Oakland, MD with her two children. When she’s not in the office, Amy enjoys several hobbies including hiking, baking, and painting.