Denise Onate, FPQP®
Denise Onate
FPQP®
Client Service Admin & Paraplanner
Mrs. Onate provides 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.
