David M. Jones

Providing leadership, vision, and expertise in financial and wealth planning strategies, Dave helps clients realize their personal and financial goals. As the Director of Wealth Planning for Yosemite Capital Management, LLC (YCM) in Tustin, California, Dave oversees and delivers the firm’s comprehensive and integrated planning services.

Drawing on experiences from his 24-year leadership career with Hewlett Packard, and a life-long focus on financial planning, Dave offers his clients a consultative approach that results in a uniquely tailored, personalized solution.

Specializing in the areas of retirement, estate and legacy planning, Dave develops an integrated solution with recommendations to ensure his clients are covered through all three phases of their financial life—wealth accumulation, wealth distribution, and wealth transfer.

Professional Experience

As a Certified Financial Planner™, Dave educates his clients in both the breadth and depth of the financial management landscape, keenly aware of his clients’ concerns of financial safety and comfort in every recommendation. His profound knowledge of the industry, his attention to detail, and the genuine care he demonstrates for his clients’ success has earned Dave a reputation as an expert in his field.

Dave is active in the community and currently serves on UC Irvine’s (UCI) Professional Advisory Council which supports the Office of Planned Giving, as well as serving as the Chair of the Planned Giving Advisory Council for Concordia University in Irvine, California.

Dave also served on the Paul Merage School of Business Dean’s Advisory Board at UCI, as well as serving as Chair of UCI’s Dean’s Leadership Circle and as an Advisory Board Member to The Center for Investment and Wealth Management at UCI’s Paul Merage School of Business.

Dave has been a featured speaker for a variety of organizations such as UCI’s Planned Giving Professional Advisory Council & Concordia University’s Planned Giving Advisory Council.

Education

• CERTIFIED FINANCIAL PLANNERTM certification
• MBA – University of California, Irvine
• BS - Electrical Engineering – University Of Illinois, Champaign/Urbana

CA Insurance License # 0E65326