David Warshaw, CFP(R), CHFC(R), CLU(R)
David Warshaw, CFP®, CHFC®, CLU® founded The WealthPlan, LLC in 2010 to pursue his passion of helping others, educating his clients, and offering different ways to invest.
In 2003, David graduated with a Bachelor of Science degree from Washington University in St. Louis with a double major in finance and accounting. He began his financial services career with a large broker dealer before realizing that an independent model is better suited for both himself and his clients. With this independence, he’s able to recommend what is the best fit for the client’s long term goals and risk tolerance - all while serving as their fiduciary.
David is a voracious learner and is always staying on the cutting edge of his industry. In addition to his decades of experience, David also holds a number of prestigious designations, including being a Chartered Financial Consultant, Chartered Life Underwriter, and a CERTIFIED FINANCIAL PLANNER professional. In addition to this formal education, David is always consuming vast amounts of articles, trade journals, and podcasts to continue his education.
Outside of work, David has many varied interests, including dancing, listening to music, fitness, and martial arts. He enjoys television and film and loves exploring all the great art out there. His two favorite subgenres are martial art and horror films (he’s always open to recommendations and happy to give them, as well!). To David, nothing is more enjoyable than grabbing lunch or dinner with a friend and just conversing. He also enjoys traveling around the world and appreciating the beauty of nature and the people who occupy it. To date, David has visited over 15 different countries and hopes that list expands as time goes on. Never one to shy away from a challenge, David has even done stand-up comedy a handful of times as he loves to make people laugh!