David Warshaw, CFP®, CLU®, ChFC®

President at The WealthPlan LLC

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The Wealthplan LLC David Warshaw, CFP®, CLU®, ChFC®
Fort Lauderdale, Florida

Serving Clients Nationwide

President at The WealthPlan LLC

Rated 5 out of 5
25 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Alternative Investments
  • Cryptocurrency
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

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

3113 Stirling Road suite 201, Fort Lauderdale, FL 33312

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 our Firm

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

Who 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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

Family Level Service

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
January 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.

◼ 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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Jamie Silberberg

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 24, 2022

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.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 23, 2022

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 22, 2022

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.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 21, 2022

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.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 20, 2022

Approachable and successful. My specific goals, values.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 19, 2022

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.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 18, 2022

Dave is passionate about his chosen career and it shows in the quality of the services he provides to his clients.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 17, 2022

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.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 16, 2022

Professionalism. Review and recommendations of available funds. Continuous reviews of accounts and incomes.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 15, 2022

David is doing a great job. David put the right mix of investments for me based on my requirements and projected retirement date.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 14, 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.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 13, 2022

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.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 12, 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. Helped with tax items and recommended certian types of insurances etc.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 11, 2022

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.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 10, 2022

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.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 9, 2022

Very trustworthy. Based on my income, benefits that the company provides, any additional income in the form of bonuses, etc.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 8, 2022

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.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 7, 2022

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.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 6, 2022

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.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 5, 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.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 4, 2022

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.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 3, 2022

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.
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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 2, 2022

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.

◼ 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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Verified Client (Per Indyfin - Imported Review)

Five Stars

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
November 1, 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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Verified Client (Per Indyfin - Imported Review)