David  DeWolf

David DeWolf

| CFP®, CPA

Abacus Wealth Partners

Fee Only Financial Planner Located in Santa Monica, CA, and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • High Net-Worth Clients

Visit Us

429 Santa Monica Boulevard
Suite 500
Santa Monica, CA 90401

David DeWolf is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

David provides wealth strategy for a select group of successful executives and business owners undergoing transitions; he ensures that the next phases of their lives are as rewarding as the previous. David has enjoyed a successful career developing solutions on both the corporate and family level for long-term prosperity.

David was the co-founder of Quantum Wealth Management, which he merged with Abacus in 2012. Prior to Quantum, David was a Chief Financial Officer, with over 12 years in senior finance positions at firms such as Fox Broadcasting, Twentieth Century Fox Filmed Entertainment, Sand Hill Capital, and Transamerica Technology Finance. David 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).

David holds a BA in Business Economics from UCLA and an MBA from the UCLA Anderson School of Management. He is actively involved in his community and serves on the board of directors for several local charities. He also regularly provides investment commentary for local newspapers and serves as an expert for financial publications. David is married with twin boys and enjoys scuba diving, spending time at the beach with his family, and coaching his boys in soccer.