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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