david mandell team member page portrait

DAVID B. MANDELL JD MBA

PARTNER

David Mandell is an author and renowned authority in the fields of asset protection and general wealth management.

He is a co-author of more than a dozen financial resources, including Wealth Planning for the Modern Physician, Wealth Management Made Simple, and Risk Management for the Practicing Physician, a Category 1 CME-certified monograph. His previous titles include Wealth Protection: Build and Preserve Your Financial Fortress and Wealth Secrets of the Affluent, published by John Wiley & Sons.

David’s articles have appeared in over 40 national publications, and he has been interviewed as an expert in national media outlets, including Bloomberg and FOX-TV. He has presented lectures, webcasts, and podcasts on asset protection, tax planning, and wealth management for numerous regional and national organizations.

Education and Professional Designations

Harvard University
AB in History
Cum Laude

UCLA
School of Law, JD
Anderson School of Business, MBA

Attorney, The Law Offices of David B. Mandell, PC

Member, California and New York State Bars

RECENT ARTICLES, VIDEOS & PODCASTS

image showing us treasury bonds with a pencil and glasses
David Mandell

Understanding Bonds: Do They Belong in Your Portfolio?

Despite their importance in a diversified investment strategy, bonds remain one of the most misunderstood…
A family on a walk outdoors
David Mandell

The 6 Life Insurance Exclusions to Be Mindful Of

Taking out a life insurance policy is like signing up for any other insurance: you…
Smiling bearded doctor in glasses
David Mandell

Everything Physicians Need to Know About the LLC Asset Protection Strategy

Even the best, most careful doctors can find themselves at the wrong end of a…