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 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, VIDEOS & PODCASTS

reviewing stock graphs
ojmcares-2

Why is the Stock Market Going Up When Economic News Looks Grim?

Many of our clients, like investors across the country, are asking this important question: How…
financial planning
ojmcares-2

Six Financial Actions to Take During the COVID-19 Crisis

The COVID-19 crisis has created a significant financial setback for almost all physicians, business owners…
coping with covid-19 finance and business
David Mandell

COPING WITH COVID-19

The team at OJM Group has put together this series of videos aimed at providing…