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

wealth advisor working with client
David Mandell

Equity-Indexed Universal Life Insurance and Structured Notes

Faced with high inflation, potential interest rate hikes and a destabilizing international political environment, today’s…
financial planning for physicians
Webcasts

Non-Qualified Plans

OJM Group Partner David Mandell, JD, MBA provides an overview of Non-Qualified Plans and describes…
person working on their long-term care planning
David Mandell

Long-Term Care Planning

WHAT YOU NEED TO KNOW ABOUT THE RISKS & ROLE OF INSURANCE Concerns about long-term…