David Warshaw,
CFP®, CLU®,ChFC®
Founder & Private Wealth Advisor
My Story
I grew up in Oceanside, Long Island, where my biggest concerns were mastering breakdancing moves and beating video games. Some things haven't changed — I still own more games than I have time to play.
I went to Washington University in St. Louis, majored in finance and accounting, joined the breakdancing club, and learned Jeet Kune Do — Bruce Lee's martial art. I also spent six months studying abroad in Melbourne, Australia, where I bungee jumped, skydived, and saw the original Spider-Man in theaters.
The moment that pointed me toward this career happened in a classroom. My finance professor asked why people don't just hold on through market volatility — and I couldn't figure it out either. That question has followed me into every client relationship since. Most of what I do comes down to helping people stay calm when markets get loud.
Senior year, that same professor brought in a local financial planner to speak to the class. Light bulb. I started in the industry in 2004 and haven't looked back. I founded The WealthPlan LLC because I wanted to do this work on my own terms — with a real process, real relationships, and no corporate script.
My Family
I live and work in Great Neck, New York with my wife Diana and our daughter Sophia — a.k.a. The Sopinator, age 4, part angel, part chaos.
Outside the office I'm a movie nerd, a lifelong Spotify playlist curator, a Funko Pop collector, and someone with a deep love of Jewish theology and personal growth. I bring the same curiosity to both.
If you work with me, you're not getting a talking head. You're getting someone who will remember your goals, call you back fast, and — every season of the year — make sure your financial life is moving in the right direction.
✓ Direct relationship. You always work me.
✓ Leads all planning and investment oversight
✓ Four Seasons framework and ongoing guidance
✓ CFP® Professional
✓ Independent Fiduciary
✓ 20+ years Experience
✓ Direct Advisor Access