Broker Check

Meet Dave

David Warshaw, CFP® founded The WealthPlan LLC in 2020 to help people with their comprehensive financial planning and wealth management needs.

In 2003, David graduated from Washington University in St. Louis with a double major in finance and accounting. In his senior year, David was inspired after he heard a guest lecture from a local financial planner. He began his financial services career the following year. In addition to being a CERTIFIED FINANCIAL PLANNER™, he also holds the Chartered Financial Consultant and Charted Life Underwriter designations.

Outside of work, David has many varied interests outside of good conversation and eating out. He is a music lover and is always exploring new artists on Spotify. David has been dancing for fun since childhood and used to breakdance in a university club. He hit his peak of “fame” by appearing on Season 2 of “So You Think You Can Dance.” In short, he is a fun party guest.

David also enjoys watching TV shows and films, with his favorite subgenres being documentaries, action, horror, and martial arts. Being a lover of travel - he has had the privilege of visiting over 15 countries. His favorites include Africa, New Zealand, and Ireland. Lastly, he has performed stand-up comedy a handful of times since he enjoys making people laugh.