David Warshaw
CERTIFIED FINANCIAL PLANNER™| Helping individuals & families navigate the Four Seasons of Planning at The WealthPlan LLC
- Role
- President at The Wealthplan Llc
- Location
- Great Neck, NY, US
- LinkedIn followers
- 500 followers
About David Warshaw
At The WealthPlan LLC, we believe great financial advice shouldn’t require a seven-figure…
Experience
President
Jan 2011 — Present · Great Neck, NY, US
As a Certified Financial Planner™ professional, Fiduciary, and President of The WealthPlan LLC in Great Neck, NY, I serve as a personal CFO for my clients—delivering strategic financial guidance through the Four Seasons of Planning™ framework, which aligns advice with life’s evolving priorities.Winter: Retirement planning, cash flow optimization, and income sustainabilitySpring: Proactive tax planning and insurance efficiencySummer: Estate planning and support for aging or dependent loved onesFall: Investment strategy, portfolio alignment, and comprehensive account reviewsAs a fiduciary advisor, my mission is to provide high-quality advice, peace of mind, and lasting confidence—season after season.
Education
Washington University in St. Louis
BSBA
1999 — 2003
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