David is an outstanding financial advisor who has provided me with exceptional guidance and support. His expertise, integrity, and commitment to excellence are evident in every interaction. He took the time to understand my financial goals and provided me with a tailored financial plan that has yielded impressive results. David's transparency, responsiveness, and personalized attention have made me feel valued and empowered in making informed financial decisions. His exceptional interpersonal skills and genuine care for his clients make him a pleasure to work with. I am grateful for the positive impact David is making on my financial journey and highly recommend him as a top-notch financial advisor.

I have been with David over 12 years ! His knowledge and desire to learn even more is what sets him apart. Every time we discuss things he has a new and enthusiast view on another opportunity or sector that he brings to the table. I would recommend him wholeheartedly.

Shortly after graduating college and starting my career I wrote an extensive financial plan. I shared this plan with about 10 financial planners. Some of them took the time to reach out to me but would not work with me since I did not have a substantial amount of money to invest. I understood, business is business. Dave not only reached out to me but was enthusiastic about working together. It wasn’t about the money; it was about establishing a relationship that could be built over time. Well here we are 8 years later and a lot more zeros have been added to my net worth. Dave is a financial planner. He offers a lot of value outside of your investments and tools to help you manage everything. Most importantly, he is very engaged with his clients. To me, this is very important. It’s one thing to have a goal. It’s another thing to make sure you are on track to complete them.

Honest, enthusiastic, and thoughtful financial planning custom tailored to your needs! Dave is masterful.

David at The WealthPlan has been my financial advisor for years. I am confident and comfortable leaving my finances and retirement planning in his hands. David is highly knowledgeable and organized. He prioritizes his clients and is enjoyable to work with. He takes something as daunting as your financial future and turns it into a fun and educational experience. The WealthPlan offers an array of customizable services so I know my service with them will sustain me over the years to come.

David an I go back a way! I guess we crossed path at the perfect time. Struggling as a new divorcee/single mother, I did not have the patience for, or time to play with numbers. It was paycheck to paycheck anyway, not much left to play with! David showed me the way! Here we are 20+ years later! Always very passionate about what he does. He guides you, sets up a plan he feels will best fit your needs and helps stay on track with your goals; but he never pressures you in doing something you do not feel comfortable with. I have learned a lot from David. He set me up with a nice mixed portfolio. I don't need to "babysit" my investments. I know I am in good hands; he always makes himself available. If you are looking for a knowledgeable, enthusiastic, caring advisor, and yes funny as well (Financial advisors are always so serious) , David is your guy!

David is an enthusiastic and passionate person who shows genuine interest and care in his clients. He doesn’t pressure you into anything you are uncomfortable with, and takes the extra time to explain the strategies he has come up with for us to implement. David is very well prepared with modules and air tables to review in detail each investment strategy. He is a pleasure to work with. David feels like family. He creates a comfortable learning environment that I will benefit from for years to come. David advised me on the direction to take with my investments that would set me up to achieve my long term financial goals. Based on my family and work status, we focused on diversifying my investments.

He is very warm and personable, easy to reach, very passionate about investment and retirement planning. Very proficient and knowledgeable. Took into account my income and expenses.

He is very knowledgeable, trustworthy and honest. He understands my concerns and is responsive. He enjoys helping his clients obtain their retirement goals. He helped me select my portfolio of stocks and bonds in my company’s retirement plan.

Reliable and trustworthy -- Warshaw is the way to go! Managed portfolio as I saw fit. Warshaw is my boy!

Friendly, knowledge, reachable, explains things well. Approachable and successful.

I have already referred him to family, saying he is passionate and knowledgeable about investing. He is an excellent advisor, great listener, great mind. He understands my income and potential income and incorporates strategies to best position me for success.

I have already shared my opinions with family and friends because he is that good and trustworthy.

Dave is passionate about his chosen career and it shows in the quality of the services he provides to his clients. Has the client's best interests in mind.

I have recommended my advisor to many family and friends because he stays on top of the market and keeps me informed. My advisor is very energetic and trustworthy. Through discussions we mutually agreed on what or where I liked to invest my funds.

He cares and is involved personally.

Extremely very easy to talk to has a great personality, professional and is knowledgeable and up to date on his field. Shares and provides information requested and recommended reading updates. Always available to assist.

David is friendly, easy to work with, and always available to answer questions and explain his reasons for any recommendations he makes. I value his honesty and thoroughness and love his enthusiasm. He is always working to increase his knowledge and improve the ways to deliver services. With his guidance, I never worry about managing our retirement finances.

David is an honest advisor and is always looking to protect my investments and planning my financial needs for my retirement.

David's friendliness, understanding & he takes a personal interest in what's going on in the rest of our life.

He's excellent.

Smart guy, gives good advice. Innovative. Consistent. Always available.

When I went searching for a financial advisor I sent a letter to over 50 individuals. Few returned my call. Most were only interested in my money. But to me an advisor is more than a financial instuctor. They are meant to help you grow as an individual. Dave provides that for me and took the time to get to know me. David is a sincere and passionate individual. He reaches out regularly to touch base. His core financial principles are simple. However he offers a wide range of alternative investments that bring excitement to investing.

David is a very down to earth gentleman that always makes time for you for any question or concern. I highly recommend him. This is my first year and I look forward to working with him long term. Very knowledgeable and will go in depth to explain the best assets to invest for your needs. Helped me allocate a certain portion of my assets as a reserve as an emergency instead of investing all of my assets.

My wife & I are very pleased with our financial advisor in the direction he has put us in, both present & in our future. He has a plan, and sticks to the plan for the best interest of myself, and my wife.

He is a family man who is concerned about building wealth for his clients. Plus, he has been managing my money since 2012. I am very satisfied with my advisor because he explains in detail what is being invested, what may happen with the market, which investments are riskier than others. He keeps me posted on new investment information. I meet with him every 2 - 3 months for an hour to review my portfolio. His advice is taylored according to the income I made when I worked as well as my investment risk tolerance.

My advisor is very kind and listens to your needs. I have been with advisor for over 20 years and am very happy. He is easily accessible and tailors my needs based on our indepth discussions.

Dave is honest, friendly, and quick to respond and help. He will make personalized time for his clients and I believe he genuinely wants them all to succeed. Dave took us on as clients when we were very young and just starting careers. He has always been very nice and helpful in guiding us to grow our assets.

You couldn’t ask for better. Listens, educates, and most of all cares. We have worked together for 10+ years. I traveled alot for work which I enjoyed so we managed my retirement program to include lots of travel post retirement. I have already referred him to my parents and all 4 Siblings. He is now their advisor.

David is very respectful of his clients’ point of view. He is also willing to go the extra mile to do research and get on conference calls to educate clients and make sure that transfers and rollovers are done right the first time. I have always had a high comfort level in dealing with and learning from David. He is a high character individual. He is an excellent fiduciary that puts the client first.

Honest, patient, intelligent and genuine…Trustworthy, hard working, and caring. All around good guy! Clearly took an interest in my goals and the ability to meet them owing to my job status.

David is a professional financial advisor because he develops a customized plan based on your risk level. I would share that he teaches you about the financial investments that he suggests to you before you commit to them. He advised me how to manage my TDA.

Trustworthy, knowledgeable and works with me to build a customized plan that meets my preferences and goals. Since I own Real Estate and Financial Services Businesses with existing investments in those markets, our overall approach is balanced to keep that into consideration.