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

Roll of cash (USD) with a chain and combination lock around it.
Doctors

Asset Protection for Physicians: Your Information Hub

From HIPAA liability to malpractice claims, physicians have unique challenges to juggle. Added to factors…
confident, young doctor in a white coat reviewing life insurance plans
David Mandell

Everything Physicians Need to Know About Life Insurance

Your career as a physician is full of major milestones that show you’re growing wiser,…
Doctor in a white coat putting a coin in a piggybank
David Mandell

The Beginner’s Guide to Investing for Doctors

You know the difference between “diverticulitis” and “diverticulosis.” You can react instantly and calmly when…