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 J. DeDora, CFP®, CFBA®, AIF®
President & Chief Investment Officer
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).
LinkedIn
William (Will) Becker, CFWA®, AWMA®, AIF®
Financial Advisor & Portfolio Manager
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
Forrest Hill, PhD, CFP®
Financial Advisor & Portfolio Manager
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
Sharon Khan, CFP®, CPA
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.
Janie Beach
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.
Terri Cavagnaro, FPQP®
Sr. Client Service Admin & ParaPlanner
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.
LinkedIn
Betsy Potter, FPQP®
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
Denise Onate, FPQP®
Client Service Admin & ParaPlanner
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
Jessica Rhinehart, FPQP®
Client Service Admin & ParaPlanner
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.
