David Leckey, CPA/PFS, MTax

David Leckey is a licensed Certified Public Accountant (CPA) professional who has been performing tax consulting & compliance services for over 15 years. David earned his Bachelor’s in Finance degree from Brigham Young University (BYU) and his Master’s in Taxation degree from Arizona State University (ASU). He holds a credential as a Personal Financial Specialist (PFS). The PFS is a comprehensive financial planning exam that includes tax, estate, retirement, investments, insurance planning, employee benefits, elder planning, and educational planning. The American Institute of CPAs (AICPA) established the Personal Financial Specialist (PFS™) credential for CPAs who specialize in various areas of financial planning.

David and his wife Sara are raising five children in Aliso Viejo. David enjoys being involved in their sporting events, hitting the gym, travel, snorkeling, and enjoying the outdoors.

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