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Yosemite Capital Management

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  2. David Leckey

David Leckey

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David Leckey
CPA/PFS, MTax
Wealth Manager

Dave’s extensive experience and diverse range of professional certifications differentiates him from others in the industry.  Over his 17-year career focused on tax for small businesses, he has garnered comprehensive knowledge across Partnership, S Corporation, C Corporation, Trust & Estate, and Individual tax compliance.  This depth of experience uniquely equips him to provide proactive planning tailored to the specific needs of business owners, particularly in real estate, veterinary, dental, and medical practices. 

At YCM, Dave’s meticulous attention to detail ensures that every client interaction is characterized by exceptional service and personalized solutions. His adept navigation of investment and financial planning intricacies minimizes tax exposure while maximizing financial success for his clients. This dedication to delivering tailored strategies underscores his invaluable contribution to our team dynamic. 

Outside the professional sphere, Dave’s commitment to family and personal well-being is equally evident.  He takes pride in setting an example of hard work and dedication for his wife, Sara, and their family.  With a bustling household, Dave actively engages in supporting his children’s endeavours, whether it's cheering them on at sporting events or providing guidance in their studies. 

In moments of leisure, Dave finds solace in activities like snorkelling at the beach and maintaining a disciplined gym routine.  These pursuits not only rejuvenate his spirit but also reflect his holistic approach to life. 

In summary, Dave embraces a balance between professional excellence and personal fulfillment.  His unwavering dedication to client satisfaction, coupled with his innate ability to maintain work-life balance, solidifies his integral role within our organization.  Clients can embark on their financial journey with confidence, knowing they have a trusted advisor committed to their success. 

Education and Certifications: 

  • Bachelor's in Finance, Brigham Young University (BYU) 
  • Masters in Taxation, Arizona State University (ASU)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist(PFS)
  • Personal Financial Specialist(PFS)

Cheritable and Voulentering Activities: 

  • Member, The American Institute of CPAs (AICPA)

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  •   5120 Birch Street, Suite 100, Newport Beach, California 92660
  •   714-730-3310
  •   info@yosemitecapital.com

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Yosemite Capital Management is a registered investment adviser with the U.S. Securities and Exchange Commission. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Yosemite Capital Management or any person associated with Yosemite Capital Management has achieved a certain level of skill or training. Yosemite Capital Management may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where Yosemite Capital Management and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Past performance is no guarantee of future results.  Results will vary among client accounts. The actual return and value of an account will fluctuate and at any point in time could be worth more or less than the amount invested.

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