David Dewolf

David Dewolf Email and Phone Number

Collaborating with business owners and executives to solve the unique complexities of their financial lives @ Quantum Financial Advisors, LLC
David Dewolf's Location
Manhattan Beach, California, United States, United States
David Dewolf's Contact Details
About David Dewolf

I empower individuals and families to thrive by simplifying the financial complexities in their lives and allowing them to focus their time on what they love most. I have enjoyed a successful career developing financial solutions on both the corporate side and family level, helping expand what is possible with money.I entered the financial planning/wealth management industry in 2005 by co-founding Quantum Wealth Management with a business school classmate. Prior to co-founding Quantum, I 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. I earned my CPA while working with Price Waterhouse in Century City and am a Certified Financial Planner professional and member of NAPFA (National Association of Personal Financial Advisors).I hold a BA in Business Economics from UCLA and an MBA from UCLA Anderson School of Management. I am actively involved in the community and serve on the board of directors for several local charities. I enjoy scuba diving, spending time at the beach and playing in soccer leagues/tournaments for old people ;-)

David Dewolf's Current Company Details
Quantum Financial Advisors, LLC

Quantum Financial Advisors, Llc

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Collaborating with business owners and executives to solve the unique complexities of their financial lives
David Dewolf Work Experience Details
  • Quantum Financial Advisors, Llc
    Chief Financial Officer, Advisor And Partner
    Quantum Financial Advisors, Llc Jan 2022 - Present
    Los Angeles Metropolitan Area
    Our purpose is to empower families to thrive and find peace of mind. We deliver a refined, comprehensive experience combining innovative technology with expert, collaborative guidance to create individualized wealth strategies. We take pride in improving the lives of our clients by alleviating financial stress, allowing them to spend their time focusing on what they love most. Our team is passionate about this work, so that when families we work with prosper, we feel enjoyment as well.
    View
  • Abacus Wealth Partners
    Partner And Cfo
    Abacus Wealth Partners 2012 - Jan 2022
    View
  • Quantum Wealth Management
    Principal
    Quantum Wealth Management 2005 - 2012
    The mission of Quantum Wealth Management is to provide simple and elegant solutions to life's greater financial challenges, providing our clients with the peace of mind that helps make their lives more enjoyable. We blend the concept of quantum physics, which is the search for simple and elegant solutions to complex problems, with the principles of corporate financial planning, ensuring goals and values are in alignment with capital resources, then maximizing those resources as appropriate.Quantum Wealth Management works with a select group of successful clients, serving as their Personal Chief Financial Officer to ensure clients' goals and values are achieved, providing them with peace of mind as they transition through the various phases of their life.
  • Nextleft
    Cfo
    Nextleft 2004 - 2006
    View
  • Sand Hill Capital
    Principal
    Sand Hill Capital 1999 - 2001

David Dewolf Skills

Investments Strategic Financial Planning Estate Planning Mergers Investment Management Wealth Management Acquisitions Financial Advisory Corporate Development Retirement Planning Portfolio Management Risk Management Asset Allocation Strategic Planning

David Dewolf Education Details

Frequently Asked Questions about David Dewolf

What company does David Dewolf work for?

David Dewolf works for Quantum Financial Advisors, Llc

What is David Dewolf's role at the current company?

David Dewolf's current role is Collaborating with business owners and executives to solve the unique complexities of their financial lives.

What is David Dewolf's email address?

David Dewolf's email address is da****@****lth.com

What is David Dewolf's direct phone number?

David Dewolf's direct phone number is +121565*****

What schools did David Dewolf attend?

David Dewolf attended University Of California, Los Angeles - The Anderson School Of Management, Ucla.

What are some of David Dewolf's interests?

David Dewolf has interest in Soccer, Beach Volleyball, Scuba Diving, Sky Diving.

What skills is David Dewolf known for?

David Dewolf has skills like Investments, Strategic Financial Planning, Estate Planning, Mergers, Investment Management, Wealth Management, Acquisitions, Financial Advisory, Corporate Development, Retirement Planning, Portfolio Management, Risk Management.

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