The WealthPlan is a comprehensive financial services and wealth management practice serving individuals, families, and businesses across the generations. The firm has office locations in Long Island & Manhattan; advising over 200 clients nationally. David Warshaw, CHFC®, CLU® founded The WealthPlan to bring clients an incredible financial planning experience by serving as their chief financial officer - allowing clients to focus on the things they enjoy.
David graduated from Washington University of St. Louis in 2003, majoring in both finance and accounting. After becoming fully licensed, he started building his financial planning practice in early 2004. David is a Chartered Financial Consultant® and a Chartered Life Underwriter®. His combined education and experience position him to offer broad-based financial advice that our clients can count on. 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 travel and dance! To meet with David Warshaw, contact us by phone at 516-400-7111 or email us at david@thewealthplan.com. We are always here to answer any of your questions and be a valuable resource to you and your family.
David graduated from Washington University of St. Louis in 2003, majoring in both finance and accounting. After becoming fully licensed, he started building his financial planning practice in early 2004. David is a Chartered Financial Consultant® and a Chartered Life Underwriter®. His combined education and experience position him to offer broad-based financial advice that our clients can count on. On a personal level, David enjoys reading books on economics, financial planning, and politics.
Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow.
To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.com
On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to share with you how they help their clients make profitable trades and you can too.
