Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Seaver Wang (CRD# 4643543) is an Investment Advisor Representative, Portfolio Manager and President of Karagosian Financial Services, Inc. in New York, NY and has over 18 years of experience in the finance industry. Karagosian Financial provides research-driven portfolio management that allow clients to customize their investments beyond what is typically offered from other financial advisors.
John works as a financial advisor in UBS' Flagship office in New York City.
He has a specialty in Equity Compensation. In fact, he is one of a select few advisors nationwide that the firm designates as a Corporate Stock Benefit Consultant.
He travels extensively across the country as a member of UBS' Equity Plan Advisory Network in helping to educate and create financial plans for Senior and Mid level executives of Fortune 500 companies.
Prior to joining UBS in 2008, John served as an Associate at Lehman Brothers and Associate Group Director at Signature Securities, the investment management...
David Rosenzweig (CRD# 4643440) is an Investment Advisor Representative working at Berman, Sosman & Rosenzweig Cpas Pllc in Bellmore, NY and has over 12 years of experience in the finance industry.
Dominick Tavella (CRD# 1069864) is an Investment Advisor Representative working at Diversified Private Wealth Advisors, Inc. in Bellmore, NY and has over 23 years of experience in the finance industry.
The WealthPlan is a comprehensive financial services and wealth management practice serving clients across the generations. The firm has office locations in Long Island & Manhattan; advising over 200 clients nationally. David Warshaw, CHFC®, CLU® founded The WealthPlan to bring clients an incredible financial planning experience by serving as their chief financial officer - allowing clients to focus on the things they enjoy.
David graduated from Washington University of St. Louis in 2003, majoring in both finance and accounting. After becoming fully licensed, he started building his financial...