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.
Investment Approach
Investment Approach
Just like a skilled sailor, we help you chart your course and stay on track, no matter how the markets perform.
Total 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
1539 Franklin Ave.
Suite 201
Mineola, NY 11501