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®

Hi there! 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!

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.