The WealthPlan LLC is a registered investment advisor offering comprehensive financial planning services and wealth management. We serve individuals, families and businesses across multiple generations. The firm currently services over 100 households nationally with offices in Long Island. David Warshaw, CFP®, CHFC®, CLU® founded The WealthPlan LLC to bring clients an incredible financial planning experience by serving as their chief financial officer - allowing clients to focus on the things they enjoy.
David graduated from Washington University of St. Louis in 2003, majoring in both finance and accounting, and started building his practice in early 2004. His combined education, experience, and passion position him to offer quality advice with a wonderful client experience. On a personal level, David enjoys reading, writing, TV, film, travel, music, and dance. To meet with David Warshaw, contact us by phone at (516) 400-7111 or email us at firstname.lastname@example.org. We are always here to answer any of your questions.