David Warshaw
President at
The WealthPlan LLC
Years of Experience
20 years
Number of Clients
120
Member Since
2023
Allow Me to Introduce Myself
Clientele
Services Provided
Financial Planning
Tax Planning
Investment Management
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Chartered Financial Consultant®
Click to learn more
Chartered Life Underwriter®
Click to learn more
Pricing Models
Education
Washington University in St. Louis
BSBA Finance & Accounting
Obtained in 2003
Previous Work Experience
The WealthPlan LLC
President
2020 - Present
The WealthPlan
President
2010 - 2020
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
The WealthPlan LLC (“WealthPlan”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where WealthPlan and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WealthPlan unless a client service agreement is in place. We do not provide tax, accounting, or legal advice to our clients. Please consult with a tax, accounting, or legal professional. For current WealthPlan information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching The WealthPlan LLC or WealthPlan’s CRD # 306820.
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.