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David M
Series 63, Series 66
Fort Lauderdale, FL
Earned Wealth Advisors, LLC
David Mandell is a financial advisor with Earned Wealth Advisors, LLC in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with Earned Wealth Advisors and its predecessor entities since 2008 and also practices law specializing in corporate formation and asset protection. Mandell is involved in public speaking, publications, and co-authoring books. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, providing comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm primarily uses third-party investment managers and tools such as Monte Carlo analysis and automated tax-loss harvesting, and is notable for its integration with a family of affiliated businesses including accounting, payroll, insurance, and publishing services.
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