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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 Management Made Simple, For Doctors Only 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

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David Mandell

Four Common Pitfalls in a Qualified Retirement Plan

OJM Group has reviewed many qualified retirement plans (QRPs) for businesses and professional practices, including…
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David Mandell

180 Million Dollar Lawsuit Against an Orthopaedic Surgeon

In the news this week, a former NFL player sued his orthopaedic surgeon for $180…
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Other Video

Reducing Professional Financial Stress

OJM Principal, David B. Mandell, JD, MBA, discusses some best practices to reduce financial stress…