About Us
Meet Dave
David Warshaw, CFP® founded The WealthPlan LLC in 2011 to help people fulfill their financial dreams.
Our Mission
To be a trusted steward for our clients as it pertains to their financial lives.
Our Approach
Services & Fees
We strongly believe that everyone should work with a financial advisor and because of that, we’ve created three unique service offerings depending on your needs.
Contact Us
Office: (516) 400-7111
Mobile: (516) 699-1776
Fax: (516) 400-2411
The WealthPlan LLC
Attn: David Warshaw
1539 Franklin Ave. Suite 201
Mineola, NY 11501
