David Warshaw, CFP® founded The WealthPlan LLC in 2011 to help people fulfill their financial dreams.
To be a trusted steward for our clients as it pertains to their financial lives.
The following five areas are deeply important to The WealthPlan LLC.
As your captain, we hope to impart our investment philosophy to help you navigate your financial journey.
Whether it is single issue or comprehensive planning, we are here to advise and educate you in order to reach your goals.
We help you allocate your investment dollars in four key investment categories: preservation, capital markets, real estate, and alternative investments.
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.
Office: (516) 400-7111Mobile: (516) 699-1776Fax: (516) 400-2411
The WealthPlan LLCAttn: David Warshaw1539 Franklin Ave. Suite 201Mineola, NY 11501