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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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Sharon Khan

Financial Advisor

CPA
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Sharon Khan

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Financial Advisor Mrs Khan serves a Financial Advisor. She is a Certified Public Accountant (CPA), with both tax and wealth managment experience. 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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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.

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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

Sr. Client Service Admin & ParaPlanner

FPQP®
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Terri Cavagnaro

Mrs. Cavagnaro serves as Sr. Client Service Admin & ParaPlanner. Terri has worked with Paul DeDora since 2006.

Mrs. Cavagnaro supports planning, handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, and handles the contributions & distribution of cash. She earned the Financial Paraplanner Qualified Professional designation from the College for Financial Planning. If there is something that needs to be updated in your account, she is probably the one to do it. Prior to joining DeDora Capital, she was a Branch Office Administrator at Edward Jones.

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Bailey Wilmer

Executive Assistant to Paul DeDora

FPQP®
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Bailey Wilmer

Ms. Wilmer serves as Executive Assistant to Paul DeDora. Previously, Ms. Wilmer worked in event management.

LinkedIn

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Betsy Potter

ParaPlanner & Controller

FPQP®
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Betsy Potter

Mrs. Potter provides ParaPlanning support for clients, and internally serves as our Controller. She 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

Bio
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Denise Onate

Client Service Admin & ParaPlanner

FPQP®
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Denise Onate

Mrs. Onate handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, and handles contributions & distribution of cash. If there is something that needs to be updated in your account, she is probably the one to do it. She earned the Financial Paraplanner Qualified Professional designation from the College for Financial Planning. Prior to joining DeDora Capital, she was a Branch Manager at North Bay Credit Union. She serves on the board of La Luz Center in Sonoma County.

LinkedIn

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Jessica Rhinehart

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.

Bio
Coronavirus
Feb 21, 2020 by DeDora Capital

by Will Becker, AWMA/AIF

Happy Friday!

Coronavirus

This week brought news of the first known coronavirus patient in Napa County. In this case, it was a passenger that had been on a quarantined cruise ship, who was transferred to Travis Air Force Base, and then to Queen of the Valley Hospital in Napa. The US evacuated this and other American...

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Trade & Coronavirus
Feb 07, 2020 by DeDora Capital

by Will Becker, AWMA/AIF

Happy Friday!

Team Update

Last week Paul DeDora was in Orlando for the annual TD Ameritrade conference. At the conference, he led a workshop with “NextGen” Financial Advisors – students that are considering careers in investing and financial planning.

Growth Leading Value

2020 is starting out with the "Growthier" companies leading the pack. The first chart below (from...

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Looking at 2020
Jan 24, 2020 by DeDora Capital

by Will Becker, AWMA/AIF

Happy Friday!

The last update looked at 2019. Today, we shift towards looking at how 2020 is starting out and some of the main things on our minds from an economic perspective. This update is longer than usual so that we can lay out many of the economic factors that we are looking at this year. In the interest of brevity, it is not comprehensive, though. More topics and depth to follow in future updates!

As always, the topics in these...

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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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