About Us

Meet Dave

David Warshaw, CFP® founded The WealthPlan LLC in 2011 to help people fulfill their financial dreams. 

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Our Mission

To be a trusted steward for our clients as it pertains to their financial lives.

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Our Values

The following five areas are deeply important to The WealthPlan LLC. 

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Our Approach

Investment Approach

As your captain, we hope to impart our investment philosophy to help you navigate your financial journey. 

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Financial Planning 

Whether it is single issue or comprehensive planning, we are here to advise and educate you in order to reach your goals. 

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Asset Allocation

We help you allocate your investment dollars in four key investment categories: preservation, capital markets, real estate, and alternative investments.

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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

david@thewealthplan.com