Advisors at this firm
William B
Series 66
Napa, CA
Dedora Capital, Inc.
William Becker is a financial advisor at DeDora Capital, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at DeDora Capital since 2015, alongside a concurrent role at Wells Fargo Advisors Financial Network, LLC since 2012. DeDora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, retirement plan consulting, multi-family office corporate consulting, and sub-advisory services. The firm’s investment approach combines fundamental and technical analysis within an asset-allocation framework, incorporating active risk management and offering tailored options such as socially responsible investing and fossil-fuel divestment.
Mark H
CFP®, Series 65, Series 66
Napa, CA
Dedora Capital, Inc.
Mark Hill is a CFP® professional with 20 years of industry experience, currently serving at Dedora Capital, Inc. since 2015. He is also the president and sole proprietor of Fire Penguin Publishing, a music publishing company focused on promoting and managing royalties for his own musical recordings. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting services. The firm employs a blend of fundamental and technical analysis within an asset-allocation framework and offers tailored investment options, including socially responsible investing and fossil-fuel divestment.
Sharon K
CFP®, Series 65
Napa, CA
Dedora Capital, Inc.
Sharon Khan is a CFP® and Series 65-licensed advisor at Dedora Capital, Inc. with four years of industry experience. Her background includes roles at Montgomery Taylor Wealth Management and Deloitte. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, retirement plan consulting, multi-family office corporate consulting, and sub-advisory services. The firm combines fundamental and technical analysis within an asset-allocation framework and offers tailored options such as socially responsible investing and fossil-fuel divestment.
Paul D
CFP®, Series 63, Series 65
Napa, CA
Dedora Capital, Inc.
Paul Dedora is a CFP® with 28 years of industry experience. He is currently with Dedora Capital, Inc., where he has worked since 2015, including a period at Purshe Kaplan Sterling Investments from 2015 to 2021. Dedora Capital serves individuals, broker/dealers, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting services. The firm combines fundamental and technical analysis within an asset-allocation framework and offers tailored options such as socially responsible investing and fossil-fuel divestment.