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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

Three Strategies to Implement for a Retirement-Ready Future

An effective retirement plan cannot simply be established at the start of one’s career and…
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Webcasts

How to Avoid an Increasingly Common Asset Protection Mistake

Protecting the wealth you have worked hard to build is an important component of a…
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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…