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
Investment Approach
As your captain, we hope to impart our investment philosophy to help you navigate your financial journey.
Financial Planning
Whether it is single issue or comprehensive planning, we are here to advise and educate you in order to reach your goals.
Asset Allocation
We help you allocate your investment dollars in four key investment categories: preservation, capital markets, real estate, and alternative investments.
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
