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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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.

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Total 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

1539 Franklin Ave.

Suite 201

Mineola, NY 11501

david@thewealthplan.com