Terri Cavagnaro

Terri Cavagnaro FPQP®

Director of Estate Settlement &
Registered ParaPlanner

Mrs. Cavagnaro leads our Estate Settlement program. This includes supervising and leading in areas of Estate Planning, Settlement, and working with Estate Attorneys and CPA's on Estates. She earned the Series 65 Securities License, and 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.