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  2. Denise Onate, FPQP®

Denise Onate, FPQP®

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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.

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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.

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