Meet Dave

David Warshaw, CFP®, CHFC®, CLU® founded The WealthPlan LLC in 2011 to help people with their comprehensive financial planning and wealth management needs.

In 2003, David graduated with a Bachelor of Science in Business Administration degree 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.

David is a voracious learner and enjoys consuming books, articles, videos, trade journals, and podcasts. He is particularly curious about his industry, entrepreneurship, investing, religion, political philosophy, and psychology. In addition to his 15+ years of experience, David also holds three prestigious designations, including being a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, and Chartered Life Underwriter.

Outside of work, David has many varied interests. He enjoys music immensely and spends time exploring new artists on Spotify. David has been dancing for fun since childhood and even used to breakdance in a university club. In short, he is a fun party guest. Finally, he enjoys binging great TV shows and movies. His favorite subgenres are Marvel, action, horror, and martial arts. Discussing respective reviews with friends is an added delight.

David is most definitely a people person. He enjoys connecting people to others as well learning from people over a meal. Since he likes making people laugh, David has attempted stand-up comedy a handful of times! Lastly, he enjoys world travel and loves being in nature. To date, David has visited over 15 different countries and hopes to grow that list. His favorite countries have been New Zealand and Ireland.