David Warshaw, CFP®, CHFC®, CLU®
David Warshaw

Tel: (516) 400-7111
600 Old Country Road
Suite 305
Garden City, NY 11530
David Warshaw | Financial Advisor in Garden City ,NY

About David Warshaw

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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.


General Information

Firm Start Year:   2016
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 , Investment Clubs , Businesses , Individual Investors
Foreign Languages Serviced:   N/A


Services

Investment Types:   Mutual Funds , FOREX & Currency , Options & Futures , Bonds , Stocks , Annuities , Insurance , Commodities , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Annuity , Life , Variable Annuity , Long Term Care , Variable Life
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:   100


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 and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   No minimum
Compensation Methods:   Commissions , Based on Assets , Flat Fee , Hourly
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



Disclaimer

BluePrint Wealth Alliance, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where BluePrint Wealth Alliance, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by BluePrint Wealth Alliance, LLC unless a client service agreement is in place.

David Warshaw, CFP®, CHFC®, CLU®

David Warshaw, CFP®, CHFC®, CLU®

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


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!

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 planning-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, 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. 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. Never one to shy away from a challenge, David has even tried his hand at stand-up comedy.

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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 fin ...more

German Ramirez
German Ramirez CFP®
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, a ...more

Communities Served

Nassau & Suffolk Counties

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:00 PM

Compensation Arrangements

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