CFPChFCCLU

    David Warshaw

    President

    The WealthPlan LLC
    Great Neck, New York22 years experienceNo minimum minimum

    About David

    In 2003, I graduated from Washington University in St. Louis with a double major in finance and accounting. After hearing a guest lecture from a local financial planner, I was inspired and had an inkling that this profession was for me. I officially started my financial advisory career a year later ...

    Areas of focus

    Financial PlanningTax PlanningInvestment ManagementRetirement PlanningCash Flow AnalysisPortfolio ConstructionAlternative InvestmentsCryptocurrency & NFTs

    Credentials & background

    Designations

    CFPChFCCLU

    Licenses

    Series 66SIESeries 7

    Education

    BSBA Finance & Accounting Washington University in St. Louis (2003)

    Clients served

    RetireesWealthy FamiliesBusiness OwnersHigh Net Worth Individuals

    Registered in

    Florida, New Jersey, New York

    The firm

    The WealthPlan LLC