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Yosemite Capital Management

Yosemite Capital Management
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  2. Our Team

Our Team

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Paul H. Heckler

Managing Director & Chief Compliance Officer (CCO)

Paul Heckler measures his success one family at a time. It is, after all, how he built Yosemite Capital Management into a successful wealth...
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David M. Jones

MBA, CFP®

Director of Wealth Management

Providing leadership, vision, and expertise in financial and wealth planning strategies, Dave helps clients realize their personal and financial...
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Lawrence Rutherford

CFP®

Director of Retirement Planning

Larry Rutherford joined Yosemite Capital Management in December 2008. With over 25 years in the Financial Planning and investment management...
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R. Craig Hudspeth

WMS

Wealth Advisor, Wealth Management Specialist

With over 20 years of experience in the Financial Services industry, Craig believes the Wealth  Management Process is more than just managing...
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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-...
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Ben Beckstead

Wealth Management Associate

Ben Beckstead is driven by a profound fascination with the dynamic nature of changing families and the need for financial planning to adapt...

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Contact info

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

Yosemite Privacy Policy
CFA Standards
CFP Standards

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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