David Warshaw, CFP®, CLU®, ChFC®
President at The WealthPlan LLC
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The Wealthplan LLC
David Warshaw, CFP®, CLU®, ChFC®
Great Neck, NY
Serving Clients Nationwide
President at The WealthPlan LLC
5 out of 5 Stars
Rate this
Advisor
Areas of Focus
- Alternative Investments
- Cryptocurrency
- Investment Management
- Retirement Planning
- Taxes
About David Warshaw, CFP®, CLU®, ChFC®
Hi, I'm David Warshaw.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 the year after with the firm now known as Ameriprise Financial.
Over time, I developed an entrepreneurial spirit and launched The WealthPlan in 2011 as an independent advisor. In addition to being a CERTIFIED FINANCIAL PLANNER™, I hold both the Chartered Financial Consultant and Charted Life Underwriter designations.
I spent the first 40 years of my life in Long Island, NY, and then relocated to Florida in 2021 with my wife Diana and newborn daughter Sophia (lil’ Soph Sophs).
Outside of work and family, I have many varied interests. I'm a music lover and am constantly exploring new artists on Spotify. I have been dancing for fun since childhood and used to break dance in a university club. I hit my peak of “fame” by appearing on Season 2 of “So You Think You Can Dance.” In short, I'm a fun party guest.
I also enjoy watching TV shows and films, with his favorite subgenres being action, horror, and martial arts. Being a travel lover, I have been privileged to visit over 15 countries. My favorites include Africa, New Zealand, and Ireland. Lastly, I have performed stand-up comedy a handful of times since I enjoy making people laugh.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
Primary Location
60 Cutter Mill Rd Suite 100-G Great Neck , NY 11021
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About The Wealthplan LLC
The WealthPlan LLC, founded by David Warshaw, CFP®, is an independent Registered Investment Advisor who serves as a fiduciary to our clients. We specialize in comprehensive financial planning and wealth management.As a CFP® professional, I am obligated to 1. Act with honesty, integrity, competence, and diligence; 2. Act in the client's best interest; 3. Exercise due care; 4. Avoid or disclose and manage conflicts of interest; 5. Maintain confidentiality and protect the privacy of client information; and 6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.
✅ Education: We are committed to client education as more knowledge helps investors and strengthens our relationship. After understanding your situation, it is our duty to explain different options for your consideration.
✅ Fiduciary: We serve as your fiduciary, which means we have a fundamental duty to provide advice in our client's best interests.
✅ Objectivity: We help you make sound decisions based on facts and knowing all tradeoffs involved. Financial planning decisions aren't black & white.
Education
Washington University in St. Louis, BSBA, Finance and Accounting
Badges
Hobbies and Interests
- Dancing
- Eating Out
- Family
- Movies
- Music
- Television
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Gen X
- Living in Retirement
- Parents
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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5 Stars
✅ Wealthtender Certified Advisor Review™
Feb 5, 2025
I've been working with David for a few years now and he is great! He got me on track and organized with my finances, has generated good returns on my investments, and he educates me along the way.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 28, 2025
Attentive & thorough. David interviews potential clients to assess their goals, investing philosophy and risk/reward tolerance. Meant as a long game not get-rich-quick, David will listen to your ideas and concerns, start you out with a diversified strategy and adjust later on if need be. The suggested 4x per year meetings work for me, to see how we're doing and plan for the next steps. David not only talks but also listens, an important attribute of a good planner & financial partner. He has performed well for me and I recommend him for a stress-free management leading to steady growth & income.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 19, 2025
David is extremely knowledgeable and personable, I feel confident with his decisions and comfortable to ask any questions.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 16, 2025
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 15, 2025
Working with David has been transformative for my financial well-being. He excels at breaking down complex investment concepts into practical, actionable strategies that make sense for my specific situation. What sets him apart is his remarkable accessibility - he is always there when I need guidance and often reaches out proactively when he spots opportunities or concerns. His combination of attentive listening and honest, straightforward advice has helped me make intelligent financial decisions. I particularly appreciate his taking the time to understand my goals before making recommendations. In an industry where trust is paramount, David has proven to be an advisor who truly puts their client's interests first. I couldn't recommend him more highly.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 15, 2025
I cannot recommend David Warshaw highly enough
It was clear that he cared about my financial goals and well-being. He explained concepts in a way that was easy to grasp, and developed a tailored plan that aligned with my needs. He is knowledgeable, patient and professional. I jave seen significant progress and growth in my planning and investments, which has given me peace of mind for my future. If you are looking for someone who is trustworthy, skilled, and truly invested in your success, David Warshaw, The WealthPlan LLC is the financial advisor for YOU!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 30, 2024
David Warshaw at The WealthPlan does a great job of explaining all the options and presenting a coherent picture of my current assets and plan going forward. Strongly recommend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 26, 2024
I have been working with David for over 15 years. We are like family now. His attention to detail is exceptional. David does a great job at explaining the various strategies and models. I am very comfortable with my investment strategies and David's vision.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 11, 2024
David is a dedicated, knowledgeable, and responsive financial planner. He is also available to talk through investment strategies and keeps on top of the latest financial technology and practices. With his guidance our investments have done very well. Highly recommend Dave as a financial advisor!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 10, 2024
David Warshaw has been managing my money since 2012. He is a very personable individual. Whether you are retired or preparing to retire one day, he shows a genuine concern for his clients needs and risk tolerance. I highly recommend him as a financial planner and money manager. JoanPF
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 7, 2024
David is amazing!!! He is very informative, professional and personable. He walks you through everything and answers all of your questions.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 4, 2024
David is awesome. He treats you like family. He takes his time, he explains everything step by step, he shows you split screen action about everything. Always friendly and inviting. Highly recommend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 14, 2024
I’ve worked with Dave for many years and can’t say enough good things about his expertise, reliability, responsiveness and unfailing enthusiasm. He’s an absolute pleasure to work with and at this point I consider him a friend as well as an advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 13, 2024
David's expertise and customer care go far beyond the standard approach of most financial advisors. He is not the typical advisor who relies solely on software-generated strategies and allocations. Instead, David dedicates significant time and effort to fully understand each client’s unique needs, risk tolerance, and future goals.
With a broad and deep knowledge base, including expertise in alternative asset classes such as real estate, private markets, and digital assts. David skillfully diversifies his clients' portfolios to align with their specific investment objectives. His background as a former insurance representative adds another layer of value, enabling him to offer comprehensive guidance that extends beyond traditional investment allocation, helping clients navigate a successful path to retirement.
As a former financial executive, I was
thoroughly impressed by David's knowledge and his relentless commitment to expanding that knowledge daily to better serve his clients. His dedication and personalized approach make him stand out in the financial advisory field.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 31, 2024
David is the best guy to go to for wealth management. He has been there every step of the way for all my major financial decisions. Wouldn’t trust anyone else.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Judah is a long-time friend.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 31, 2024
Working with David has been awesome! His superior knowledge and experience in crypto and alternative investments was unlike anyone we've ever met! He's also honest and easy to talk to with a great sense of humor. We've been very pleased
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Mishel is a close friend.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 30, 2024
Smart, patient, & funny advisor!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 10, 2024
David is awesome! We had another financial planner before; David is incomparably better. Our returns have been excellent, but what really stands out is how personable and supportive David is. He doesn’t have a “one size fits all” approach but rather has taken the time to get to know us and our goals individually and holistically.
He meets with us quarterly (no additional cost) to discuss everything from taxes and insurance to estate planning and more. For the first time we feel that we have a firm grasp on our financial world and future. Overall we cannot recommend David enough!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Top-notch advisor
✅ Wealthtender Certified Advisor Review™
Apr 13, 2023
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Over 12 years of his expertise !
✅ Wealthtender Certified Advisor Review™
Apr 4, 2023
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Most importantly, he is very engaged with his clients.
✅ Wealthtender Certified Advisor Review™
Mar 29, 2023
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Success with Dave
✅ Wealthtender Certified Advisor Review™
Mar 25, 2023
Honest, enthusiastic, and thoughtful financial planning custom tailored to your needs! Dave is masterful.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly Recommend
✅ Wealthtender Certified Advisor Review™
Mar 21, 2023
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial health & wealth in Good Hands!
✅ Wealthtender Certified Advisor Review™
Feb 16, 2023
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!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Family Level Service
✅ Wealthtender Certified Advisor Review™
Jan 24, 2023
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 23, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 21, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 20, 2022
Reliable and trustworthy -- Warshaw is the way to go! Managed portfolio as I saw fit. Warshaw is my boy!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 19, 2022
Friendly, knowledge, reachable, explains things well. Approachable and successful.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 18, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 17, 2022
I have already shared my opinions with family and friends because he is that good and trustworthy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 17, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 16, 2022
He cares and is involved personally.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 16, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 15, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 14, 2022
David's friendliness, understanding & he takes a personal interest in what's going on in the rest of our life.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 14, 2022
David is an honest advisor and is always looking to protect my investments and planning my financial needs for my retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 14, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 13, 2022
He's excellent.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 12, 2022
Smart guy, gives good advice. Innovative. Consistent. Always available.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 11, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 10, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 9, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 7, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 6, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 5, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 4, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 3, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 2, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Nov 1, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Oct 31, 2022
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.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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