Terri Cavagnaro, FPQP®
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.
