The WealthPlan is a comprehensive financial services and wealth management practice serving individuals, families, and businesses across the generations. The firm has office locations in Long Island & Manhattan; advising over 200 clients nationally. David Warshaw, CHFC®, CLU® founded The WealthPlan 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. After becoming fully licensed, he started building his financial planning practice in early 2004. David is a Chartered Financial Consultant® and a Chartered Life Underwriter®. His combined education and experience position him to offer broad-based financial advice that our clients can count on. On a personal level, David enjoys reading books on economics, financial planning, and politics. He is an avid consumer of media – including television, movies, and music. Last but not least, he loves to travel 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 and be a valuable resource to you and your family.