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).
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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.
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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.
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Sharon Khan, CFP®, CPA
Financial Advisor & Portfolio Manager
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®
Director of Client Service Administration
Mrs. Cavagnaro leads our client service program. This includes supervising and leading in areas of planning, the inflows and outflows of cash, ensuring that account opening and maintenance paperwork is complete, and providing cost basis research. She earned the 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.
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Jessica Rhinehart, FPQP®
Sr. 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.
Brenda Tellez, FPQP®
Client Service Admin & ParaPlanner
Ms. Tellez handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, updates accounts, and schedules meetings. Prior to joining DeDora Capital, she worked in the banking industry for over a decade at First Republic Bank and Bank of America.
Shivani Patel, FPQP®
Client Service Admin & ParaPlanner
Ms. Patel handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, updates accounts, and schedules meetings. Prior to joining DeDora Capital, she worked as an investment management paralegal at Morgan, Lewis & Bockius LLP, and a mergers & acquisitions analyst at the investment banking firm Strategic Exit Advisors. Prior to that, she founded the Financial Literacy Workshop Series at Drexel University.
Lottie Knippen, FPQP®
Client Service Admin & ParaPlanner
Ms. Knippen handles the inflows and outflows of cash, ensures that account opening and maintenance paperwork is complete, provides cost basis research, updates accounts, and schedules meetings. Prior to joining DeDora Capital, she served as a Personal Banker at Umpqua Bank.
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