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Mini guidevine financial advisor david warshaw the wealthplan
The WealthPlan LLC
Mineola, NY

David Warshaw

CFP®, ChFC®, CLU®
We're proud to captain your financial vessel.
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Meet David

David Warshaw, CFP® founded The WealthPlan LLC in 2011 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…

David Warshaw, CFP® founded The WealthPlan LLC in 2011 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.

Languages Spoken
Hebrew

Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
Alternative Investments
Socially Responsible Investing
Long-Term Care Planning

Experience with

Small business owners

Fee structure

Based on % of assets
Fee & Commission
Flat Fee/Retainer

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Education

BSc - Washington University in St Louis
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