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What’s Up At The WealthPlan – August 2024

Dear First Mates,

In today’s episode, we cover the following topics:

-I have revamped the Dave’s Digest blog on my website.
-I am enhancing my social media presence on LinkedIn, YouTube, Facebook, & TikTok.
-I have partnered with Careful to help clients protect themselves against cybersecurity and identity theft.
-I have partnered with Chapter to assist clients in making informed decisions about their Medicare planning options each year.
-I have partnered with CurrentClient to send mass texts with important information to clients. The designated phone number for this service is (516) 613-5552. Please keep this number for your records, but note that it is not intended to receive calls or texts. For direct communication, please use (516) 400-7111.
-I have approved several new DST & 1031-exchange investment offerings to help clients defer and potentially eliminate large capital gains from their existing real estate, stock, and business holdings.

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!