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

image showing money and charitable donation
David Mandell

Maximizing the Two-Fold Benefits of Your Charitable Donations

At year-end, many consider donations to charities but are not quite sure of the best…
hundred dollar bills with chains and a lock around them
Asset Protection

A Doctor’s Guide to Asset Protection Trusts

Trusts are becoming increasingly popular parts of estate planning. But there’s a difference between the…
Black woman doctor in white coat checking charts
Tax Planning

Tax Diversification & Other Tax Tactics for Physicians

While your investments matter, one way to counter the uncertainty of financial planning is to…