david mandell team member page portrait



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

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


physician computer stethoscope, and iPad showing investments

Investing as a Doctor: 5 Tips for Beginners

As a doctor, you dedicate your life to caring for others and positively impacting their…
financial team reviewing long-term retirement plan
David Mandell

Why Your Long-Term Financial Plan Must Be Flexible

The Greek philosopher Heraclitus is quoted as saying “the only constant in life is change.”…
image of magnifying glass on volatile stock market index
David Mandell

Sequence of Returns Risk

As investors age, they should consider the reallocation of their assets into increasingly conservative investments…