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David Warshaw

ChFC®, CLU®
The WealthPlan
Garden City, NY
Creating a financial plan for financial freedom. Achieving success by working together.

Meet David

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About Us - David Warshaw
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Why Plan - David Warshaw
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Retirementology - David Warshaw
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TV Interview Debut: Live It Up TV Show - David Warshaw
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Putting It Together - David Warshaw
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Offense: Buy & Hold - David Warshaw
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Investment Philosophy - David Warshaw
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Defense: Active Management - David Warshaw
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Retirement Planning - David Warshaw
Video Transcripts

The WealthPlan was founded by David Efrem Warshaw, CHFC®, CLU®. The WealthPlan currently manages over $20 million for over 120 households throughout the country. David founded The WealthPlan in 2010 to bring his loyal clients extremely competitive fees, the universe of non-proprietary products, and the best technology available today. Our clients have all of their assets consolidated in one real-time view that is easily accessible.

David graduated from Washington University…

The WealthPlan was founded by David Efrem Warshaw, CHFC®, CLU®. The WealthPlan currently manages over $20 million for over 120 households throughout the country. David founded The WealthPlan in 2010 to bring his loyal clients extremely competitive fees, the universe of non-proprietary products, and the best technology available today. Our clients have all of their assets consolidated in one real-time view that is easily accessible.

David graduated from Washington University of St. Louis in 2003 majoring in both finance and accounting. After becoming fully licensed, he was employed as a financial advisor with Ameriprise Financial back in 2004. David is a Chartered Financial Consultant® and Chartered Life Underwriter®. His combined education and experience position him to offer broad-based financial advice that our clients can count on. To meet with David Warshaw, contact us by phone at 516-683-6210 or email us at david@thewealthplan.com.

On a personal level, David enjoys reading books on economics, financial planning, and politics. He is an avid consumer of media – including television, movies, and music. Last but not least, he loves to dance!

Languages Spoken
Hebrew

Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Personal lending
LGBT services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Fee & Commission

Certifications and licenses

ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Education

Bachelors