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DEDORA CAPITAL

a Registered Investment Advisor (RIA)

 

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DeDora Capital was founded on the principles of running successful businesses, spending time with family, enjoying retirement, and making a lasting impact in the community. As a team, we know that these goals are achievable; we see them accomplished each day. That is why we handle finances so that our clients can focus on what’s most important.
 

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  • “My mission is to make a meaningful difference in my clients lives, every day.”
    ~ Paul DeDora, founder of DeDora Capital

  • “It is ok to be patient. This is a marathon, not a sprint.”
    ~ Paul DeDora, founder of DeDora Capital

  • "My motto is simple: Be Remarkable, and be Indispensable."
    ~ Will Becker, Owner at DeDora Capital

  • "I believe in the power of running a successful business, spending time with family, enjoying retirement, and making a responsible impact in our community. My team handles finances so that our clients can focus on what’s most important. What’s most important to you?"
    ~ Paul DeDora, founder of DeDora Capital

  • "Dream more than others think practical. Expect more than others think possible. Care more than others think wise."
    ~ Howard Schultz

  • "When you’re in a hole, quit digging!"
    ~ Howard Schultz

  • "A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty."
    ~ Winston S. Churchill

  • "A Fiduciary is “a person in a position of authority whom the law obligates to act solely on behalf of the person he or she represents and in good faith.”
    ~ Merriam Webster Dictionary

  • “Whatever good there is in the world I inherit from those that came before. I, In turn, have a responsibility to make the work a better place for those that follow.”
    ~ Arthur Dobrin.

Services Private Wealth Management

Planning

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Investment Management

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Team Our team of professionals.

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Paul J. DeDora

President & Chief Investment Officer

CFP®, CFBA®, AIF®
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Paul J. DeDora

Mr. DeDora founded DeDora Capital, and is our President & Chief Investment Officer. In addition

to overseeing the Investment and Planning activity of the firm, Mr. DeDora serves as Financial Advisor for select clients and steps in as needed for particularly complex cases.

Previously, Paul served as Managing Director & Portfolio Manager of Carneros Capital. Prior to that, he served as a Financial Advisor at Edward Jones for seven years. He earned his first securities license in 1996, and his early securities experience was at Pruco and WM Securities. Mr. DeDora holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Family Firm Institute Certificate in Family Business Advising (CFBA)® and Accredited Investment Fiduciary (AIF®) designations, and also earned a Bachelor of Science degree in Applied Management. He is a member of the Financial Planning Association (FPA).

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William (Will) Becker

Financial Advisor & Portfolio Manager

CFWA®, AWMA®, AIF®
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William (Will) Becker

Previously, Mr. Becker was Chief of Programs at Conservation Corps North Bay, and prior that served as Programs Manager at Tides in San Francisco. Mr. Becker is an Accredited Wealth Management Advisor(™) AWMA®, Family Firm Institute Certificate in Family Wealth Advising (CFWA)®, and Accredited Investment Fiduciary (™) AIF®, and also serves as our staff Anthropologist with a Masters Degree in Anthropology from San Francisco State University, and a Bachelor of Arts Degree in Anthropology from Whitman College. The focus of his academic research was the causes for ancient economic collapse in the Near East.  He is a member of the National Association for Active Investment Managers (NAAIM), and California Farm Bureau.

LinkedIn

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Forrest Hill

Financial Advisor & Portfolio Manager

PhD, CFP®
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Forrest Hill

Dr. Hill serves a Financial Advisor & Portfolio Manager. He is a CERTIFIED FINANCIAL PLANNER (TM) professional and has over 15 years' experience as a wealth manager working for individual and institutional clients. Dr. Hill has a focus on comprehensive financial planning and socially responsible investing.

Before working at DeDora Capital, Dr. Hill was the Senior Portfolio Manager at Harrington Investments, Inc., and prior to that was a Portfolio Manager at the Camejo Group. Forrest earned his PhD from the Massachusetts Institute of Technology and spent seven years as research scientist at the Woods Hole Oceanographic Institution before switching to finance. He is currently the president of Napa Valley Insight Meditation and has taught financial literacy to inmates at San Quentin Prison. In his spare time he loves composing music and enjoying the beautiful Napa Valley with his wife Erika.

LinkedIn

 

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Sharon Khan

Financial Advisor & Portfolio Manager

CFP®, CPA
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Sharon Khan

Mrs Khan holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA) designations. Before working at DeDora Capital, Mrs. Khan was a Tax Advisor at Montgomery Taylor Wealth Management, and before that served as a Tax Consultant at Deloitte. Sharon earned her BA Degree in Economics from the University of California Los Angeles.

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Janie Beach

Sr. Client Service Admin

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Janie Beach

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Ms. Beach serves as Sr. Administrative Assistant.

When you call, Ms. Beach is probably the first person on the line. She connects folks with who they need to reach, and manages the schedules so that your appointments are as prompt and convenient as possible. She also provides bookkeeping and administrative support for the team. She has extensive experience in retail management, including serving as Store Manager at Mervyn’s. Link to https://www.linkedin.com

Janie’s dog Wini Cooper serves as our Canine Ambassador, and frequently comes to work with her.

 

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Terri Cavagnaro

Director of Client Service Administration

FPQP®
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Terri Cavagnaro

Mrs. Cavagnaro leads our client service program. This includes supervising and leading in areas of planning, the inflows and outflows of cash, ensuring that account opening and maintenance paperwork is complete, and providing cost basis research. She earned the Financial Paraplanner Qualified Professional designation from the College for Financial Planning. Prior to joining DeDora Capital, she was a Branch Office Administrator at Edward Jones.

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Bailey Cajucom

Executive Assistant to Paul DeDora

FPQP®
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Bailey Cajucom

Ms. Wilmer serves as Executive Assistant to Paul DeDora. She earned the Financial Paraplanner Qualifed Professional designation from the College for Financial Planning. Previously, Ms. Wilmer worked in event management.

LinkedIn

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Betsy Potter

Director of Finance & Human Resources

FPQP®
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Betsy Potter

Mrs. Potter earned the Financial Paraplanner Qualified Professional designation from the College for Financial Planning. Previously, Mrs Potter was Director of Operations for boutique wineries such as Vice Versa Wines, Apriori Cellar, and Kelham Vineyards. Prior to that, she served as Controller at Erin Martin Design.

LinkedIn

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Jessica Rhinehart

Sr. Client Service Admin & ParaPlanner

FPQP®
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Jessica Rhinehart

Mrs. Rhinehart handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, updates accounts, schedules meetings, and handles contributions & distribution of cash. Prior to joining DeDora Capital, she worked in the apparel industry for over a decade.

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Brenda Tellez

Client Service Admin

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Brenda Tellez

Ms. Tellez handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, updates accounts, and schedules meetings. Prior to joining DeDora Capital, she worked in the banking industry for over a decade at First Republic Bank and Bank of America.

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Shivani Patel

Client Service Admin

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Shivani Patel

Ms. Patel handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, updates accounts, and schedules meetings. Prior to joining DeDora Capital, she worked as an investment management paralegal at Morgan, Lewis & Bockius LLP, and a mergers & acquisitions analyst at the investment banking firm Strategic Exit Advisors. Prior to that, she founded the Financial Literacy Workshop Series at Drexel University.

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DeDora Capital, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where DeDora Capital, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by DeDora Capital, Inc. unless a client service agreement is in place.

Ph: 707.253.0681              ~             1600 Main St. Napa, Ca. 94559              ~              Form CRS

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