As the Co-Founder, Managing Director, and CCO of Yosemite Capital Management, Paul oversees the asset management services, integrated wealth planning, and compliance for the firm. His goal when starting the firm in 2001—with the vision and commitment of six of his career colleagues (now silent partners)—was objectivity. He and his partners set out to lead clients with a three-pronged approach—putting the clients’ interests first, providing honest and objective advice, and delivering solutions in an open architecture (i.e., without conflicts of interest). Paul is keenly aware of the trust his clients show by putting YCM in charge of their personal finances. He reciprocates this trust by us
Paul Heckler
Co-Founder, Managing Director & Chief Compliance Officer (CCO)
Yosemite Capital Management
United States, California, Newport Beach
About Me
Profile Information
Co-Founder, Managing Director & Chief Compliance Officer (CCO)
Yosemite Capital Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Newport Beach
California
United States
Jul 7, 2025
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