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David Warshaw

CFP®, ChFC®, CLU®
BluePrint Wealth Alliance
Garden City, NY
4 Walls Planning & Wealth Management
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Meet David

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

David Warshaw, CFP®, CHFC®, CLU® is a Senior Wealth Manager with Blueprint Wealth Alliance. As a comprehensive financial advisor, David takes great pride in advising his clients on a variety of matters related to their financial life. He seeks to make even the most challenging financial concepts simple, relatable and… dare we say it… fun! In fact, David has even set himself the ambitious goal of being able to explain…

David Warshaw, CFP®, CHFC®, CLU® is a Senior Wealth Manager with Blueprint Wealth Alliance. As a comprehensive financial advisor, David takes great pride in advising his clients on a variety of matters related to their financial life. He seeks to make even the most challenging financial concepts simple, relatable and… dare we say it… fun! In fact, David has even set himself the ambitious goal of being able to explain any financial topic in three sentences or less.

David began his financial planning career in 2004 with Ameriprise Financial Advisors. In 2010, he left Ameriprise and founded The WealthPlan, LLC, an independent wealth management firm with a plan-first philosophy. David continued to expand The WealthPlan until merging his practice into BluePrint in late 2016.

David has always placed an emphasis on education. In 2003, David graduated with a Bachelor of Science degree from Washington University in St. Louis with a double major in finance and accounting. Shortly after entering the financial profession, David became a Chartered Financial Consultant and a Chartered Life Underwriter, and in 2016, he became a CERTIFIED FINANCIAL PLANNER™.

Outside of work, David has many varied interests, including dancing, music, and martial arts, having recently taken up Muay Thai. He also enjoys traveling and experiencing new places and cultures. To date, David has visited nearly 20 different countries and hopes to further expand that list in the near future. Never one to shy away from a challenge, David has even tried his hand at stand-up comedy.

Languages Spoken
Hebrew

Services offered

Investment management
Financial planning
Insurance management

Experience with

Small business owners
Business executives

Fee structure

Based on % of assets
Fee & Commission
Other

Certifications and licenses

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

Memberships

FPA - Financial Planning Association

Education

Bachelors
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