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  2. Who We Are
  3. Our Team

Our Team

Our team is dedicated to providing prompt, professional, first class service for our clients. Below you will find more information about each member of our team. DeDora Capital, Inc. is a Registered Investment Advisor. As a Firm, we are registered with the Securities and Exchange Commission (SEC). Our Advisors are also registered with the Securities and Exchange Commission (SEC) and hold at least one industry accreditation or designation. For more information, please see the Staff Bio’s, Planning Qualifications, and Investment Management Qualifications.

Paul DeDora.jpg

Paul J. DeDora, CFP®

President & Chief Investment Officer

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

Financial Advisor & Portfolio Manager

Forrest Hill, PhD, CFP®

Financial Advisor & Portfolio Manager

Terri Cavagnaro, FPQP®

Director of Client Service Administration

Janie Beach

Sr. Client Service Admin

Bailey Cajucom, FPQP®

Executive Assistant to Paul DeDora

Betsy Potter, FPQP®

Director of Finance & Human Resources

Jessica Rhinehart, FPQP®

Sr. Client Service Admin & ParaPlanner

Sharon Khan, CPA®

Financial Advisor & Portfolio Manager

Brenda Tellez, FPQP®

Client Service Admin & ParaPlanner

Shivani Patel, FPQP®

Client Service Admin & ParaPlanner

Lottie Knippen, FPQP®

Client Service Admin & ParaPlanner

 

                  


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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