Skip to main content

  • Home
  • Who We Are
    • Letter from the President
    • Team
    • Our Mission
  • What We Do
    • Planning
    • Investing
    • Family Office
    • Enterprise Advising
  • Client Login
  • Contact

    You are here

  1. Home
  2. Betsy Potter, FPQP®

Betsy Potter, FPQP®

Photo of team member
Betsy Potter
FPQP®
Director of Finance & Human Resources

Mrs. Potter 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

 

                  

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

© 2024 DeDora Capital. All rights reserved.

Website Design For Financial Services Professionals