David DeWolf (CFP®, CPA®, MBA)

David DeWolf focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

David works with successful business owners and executives as their Personal CFO, ensuring they do not lose the wealth they've created. David co-founded Quantum Wealth Management in 2005, prior to merging the firm with Abacus in 2012. He is a former CFO, having spent over twelve years in corporate finance and investment management with companies such as Sand Hill Capital, Fox Broadcasting, Twentieth Century Fox Filmed Entertainment and Transamerica Technology Finance. Dave also earned his CPA while working with Price Waterhouse in Century City and is a Certified Financial Planner professional and member of NAPFA (National Association of Personal Financial Advisors).

                       

Additional Information

David works with successful business owners and executives as their Personal CFO, ensuring they do not lose the wealth they've created.
 
Dave holds a BA in Business Economics from UCLA as well as an MBA from UCLA Anderson.  He is actively involved in the community, including serving on the Board of Directors for several Los Angeles area charitable organizations.   Dave is married with twin boys, and enjoys scuba diving, spending time at the beach and teaching the boys to play soccer.  

NAPFA Start Date

June 05, 2006

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This Office

429 Santa Monica Blvd Ste 500 Santa Monica, CA 90401-3443 Phone: (310) 566-1888 Fax: (310) 566-1899

Other Offices

2301 Rosecrans Ave Ste 4150 El Segundo, CA 90245-4918 Phone: (424) 229-6738