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
An Expert’s Guide to Choosing a Wealth Management Firm
Managing your wealth is an ongoing process that begins when you decide to take strategic…
