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 recommendation