David DeWolf

CPA, MBA, CFP®

Quantum Financial Advisors, LLC

Chief Financial Officer, Partner, Advisor

David DeWolf

CPA, MBA, CFP®

Quantum Financial Advisors, LLC

Chief Financial Officer, Partner, Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David DeWolf, CPA, MBA, CFP®

424-447-8268

Fee-Only financial planner located in Manhattan Beach, CA, serving clients locally and across the country

Meet David DeWolf

David DeWolf is Chief Financial Officer, Partner, and Advisor at Quantum Financial Advisors located in Manhattan Beach, CA.


I have always had a passion for finance, and in my early 30’s I turned that passion into a successful career as a Chief Financial Officer. Additionally, I have always had a passion for learning, so I entered the Executive MBA program at UCLA while working full time as a CFO. While in school, a fellow classmate changed my future with a simple question, “Wouldn’t it be more rewarding to help people plan for their futures rather than help corporations plan for theirs?”

That question really resonated with me as it presented a rare opportunity to work in a spectrum of the financial field that excited me, while enabling me to positively impact people’s lives. The classmate, Darius Gagne, and I then created Quantum Wealth Management, building it from the ground up to help individuals and families accomplish what was most important to them in their financial lives. Looking back, it is difficult to believe that at a time when we each enjoyed new families (my identical twin boys had just turned one) and lucrative corporate careers, we started a wealth management firm with no potential clients ready to sign. My motivation felt justified, however, given a passion for what I was doing, a determination to create something special, and an untapped line of credit on my house.

That year was 2005, and here I am today with our next generation firm, an incredible group of fellow partners, many years of experience in the industry, and a fantastic group of clients whom I have tremendously enjoyed getting to know and guide. I am extremely proud to be a part of the Quantum Financial Advisors team.

Experience & Qualifications

I began my career with Price Waterhouse, where I earned my CPA. Following Price Waterhouse, I held senior positions at 20th Century Fox Theatrical, Fox Sports (where I completed all of the financial analysis for an eight-year, $4 billion NFL broadcast rights agreement), Transamerica Technology Finance, and North American Scientific (where I was head of corporate finance for a Russell 2000 public company). I was then CFO for NextLeft, a private, interactive marketing company for Fortune 100 companies. In 2005 we created Quantum Wealth Management, which in 2012 we merged with Abacus Wealth Partners. In 2022 we divested and formed Quantum Financial Advisors.

In addition to being a Certified Public Accountant, currently registered inactive, I hold my MBA from UCLA Anderson and am a Certified Financial Planner.

David DeWolf is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    David DeWolf is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact David DeWolf

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Office Locations:

  • 1240 Rosecrans Ave
    #120
    Manhattan Beach, CA 90266

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