David Warshaw | Financial Advisor in Garden City ,NY

600 Old Country Road
Suite 305
Garden City, NY 11530
Phone: (516) 400-7111

About

BluePrint Wealth Alliance, LLC is a registered investment
advisor offering comprehensive financial planning services and
wealth management. We serve individuals, families and businesses
across multiple generations. We are driven to deliver objective,
efficient, and unbiased solutions to our clients which exceed
expectations, account for future goals, and enhance quality of
life. Our commitment is to the highest level of integrity,
professionalism, and transparency to support open communication
and ongoing client education.

14 Years of Experience



General Information
Firm Start Year:   2004
No.of Employees:   5-9
Insurance License#:   LA-508244
Name of Custodial Firm:   Charles Schwab & TD Ameritrade
States Licensed in:   Florida
NH
NJ
NY
Texas
Number of Years with Current Firm:   2
Work Experience:   I started at American Express Financial Advisors (now Ameriprise) in January of 2004. I opened up The WealthPlan in 2010.
I work with the following types of clients:   Non-Profit Organizations , Businesses , Investment Clubs , Individual Investors
Foreign Languages Serviced:   N/A


Services
Investment Types:   Annuities , Insurance , Commodities , Stocks , Mutual Funds , Bonds , Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , FOREX & Currency , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Long Term Care , Annuity , Variable Life , Variable Annuity , Life , Disability
Financial Organization Memberships:   Financial Planning Association (FPA) , Paladin Registry


Firm Information
Firm's Number of Clients:   250
Assets Managed by Firm:   $100MM +
Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   150
Advisor's Number of Planning Clients:   200


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   No minimum
Compensation Methods:   Flat Fee , Hourly , Based on Assets , Commissions
Fee % Based on Assets:   Varies
Hourly Rate:   $150
Flat Fee Rate:   N/A
Additional Details on Charges:   We have a tiered fee schedule starting at 1.25%
and under.
Minimum Fee Charged for Managed Accounts:   N/A
Minimum Fee Charged for Hourly Planning Accounts:   $150
Minimum Fee Charged for Flat Fee Accounts:   N/A


Education
Finance & Accounting Double Major - Finance / Accounting  Washington University - St. Louis, Missouri
September 1999-May 2003



FAQs


DISCLAIMER

BluePrint Wealth Alliance is a Registered Investment Adviser.

David Warshaw, CFP, CHFC, CLU

David Warshaw, CFP, CHFC, CLU

ChFC®, CLU, CLU®, CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


David Warshaw, CFP, CHFC, CLU is a Senior Wealth Manager with Blueprint Wealth Alliance. As a comprehensive financial advisor, David takes great pride in advising his clients on a variety of matters related to their financial life. He seeks to make even the most challenging financial concepts simple, relatable and? dare we say it? fun! In fact, David has even set himself the ambitious goal of being able to explain any financial topic in three sentences or less.

David began his financial planning career in 2004 with Ameriprise Financial Advisors. In 2010, he left Ameriprise and founded The WealthPlan, LLC, an independent wealth management firm with a plan-first philosophy. David continued to expand The WealthPlan until merging his practice into BluePrint in late 2016.

David has always placed an emphasis on education. In 2003, David graduated with a Bachelor of Science degree from Washington University in St. Louis with a double major in finance and accounting. Shortly after entering the financial profession, David became a Chartered Financial Consultant and a Chartered Life Underwriter, and in 2016, he became a CERTIFIED FINANCIAL PLANNER?.

Outside of work, David has many varied interests, including dancing, music, and martial arts, having recently taken up Muay Thai. Never one to shy away from a challenge, David has even tried his hand at stand-up comedy. He also enjoys traveling and experiencing new places and cultures. To date, David has visited nearly 20 different countries and hopes to further expand that list in the near future.

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My Services


Financial Advice & Consulting

We create written financial plans to help clients address their asset management, tax, estate, retirement, college, and insurance needs.


Financial Planning for Businesses

We work with business owners to help them address a variety of concerns including succession planning, business continuity, retirement plans, and employee benefits.


Portfolio Management

We help you navigate today?s financial markets and cut through the noise by aggregating highly rated institutional quality research from a diverse array of sources and disciplines, including Fundamental, Technical, and Quantitative research approaches. By continuously analyzing, integrating and reevaluating this research, we aim to effectively construct multi-strategy portfolio solutions that are unbiased, evidence based, tax sensitive and cost conscious. Our Wealth Managers employ many of the industry?s leading technologies to design, model and analyze custom portfolio recommendations that can help you minimize taxes and match your risk tolerance, liquidity and investment allocation needs Plus, you?ll always know what to expect from your portfolio thanks to your personalized Investment Blueprint, or Investment Policy Statement (IPS). Your Investment BluePrint will outline how your portfolio will be managed, what type of long-term return you can hope to see and how we would expect your portfolio to react in both good times and bad.


My Team


Jeffrey  Levine
Jeffrey Levine

CPA/PFS, CFP, CWS, MSA

Jeffrey Levine, CPA/PFS, CFP, CWS, MSA is CEO and Director of Financial Planning of BluePrint Wealth Alliance. A nationally-recognized and highly-credentialed industry leader, Jeffrey brings his passion, extensive knowledge and expertise, and vast network of planning resources to the BluePrint team. As CEO, Jeffrey is responsible for spearheading the company?s vision and as Director of Financial Planning, he strives to ensure the firm and its advisors stay up-to-date on the latest financial, tax and estate planning strategies and innovations. Jeffrey is the author of The Baby Boomer?s Guide to Savvy IRA Planning, The Financial Advisor?s Guide to Savvy IRA Planning and The Definitive Guide to Required Minimum Distributions f ...more


German M Ramirez, CFP is Chief Investment Officer and Managing Director of BluePrint Wealth Alliance. German is responsible for leading the development and management of all portfolio and investment solutions. With over a decade of financial services experience, German has been a partner in a boutique financial planning firm as well as held various leadership roles with some of the largest financial services firms in the industry, including SunTrust Bank, AXA-Equitable, Mass Mutual, and Charles Schwab & Co. While at Schwab, he oversaw $450 million in clients? assets, and in 2014, was recognized as one of their top financial consultants in the nation with the prestigious Chairman?s Club award. With his expertise in trend foll ...more


Communities Served

Nassau & Suffolk Counties

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 7:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 4:00 PM

Compensation Arrangements

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