David Warshaw, CFP®, CLU®, ChFC®
President at The WealthPlan LLC
President at The WealthPlan LLC
3113 Stirling Road suite 201, Fort Lauderdale, FL 33312
Washington University in St. Louis, BSBA, Finance and Accounting
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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.
Very proficient and knowledgeable. Took into account my income and expenses.
I’m very impressed and satisfied with his talent, knowledge and skills as a financial advisor. He helped me select my portfolio of stocks and bonds in my company’s retirement plan.
Managed portfolio as I saw fit. Warshaw is my boy!
Approachable and successful. My specific goals, values.
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.
Dave is passionate about his chosen career and it shows in the quality of the services he provides to his clients.
My advisor is very energetic and trustworthy. Through discussions we mutually agreed on what or where I liked to invest my funds.
Professionalism. Review and recommendations of available funds. Continuous reviews of accounts and incomes.
David is doing a great job. David put the right mix of investments for me based on my requirements and projected retirement date.
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. Helped with tax items and recommended certian types of insurances etc.
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. Suggestions on saving into the 457 Plan.
Very trustworthy. Based on my income, benefits that the company provides, any additional income in the form of bonuses, etc.
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. He offers me a variety of investments to build capital as well as income from investments.
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 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 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. My Advisor David understands that as a business owner that I am not getting a steady salary. His recommendations are realistic for my cash flow and existing financial obligations.
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. 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.
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