DeDora Capital

DeDora Capital is a Registered Investment Advisor (RIA) based in Napa, California, dedicated to providing comprehensive wealth management services to individuals, families, and businesses. They prioritize a personalized approach, tailoring their services to meet each client's unique needs and goals. DeDora Capital's mission is to make a meaningful difference in the financial lives of their clients by guiding them through financial planning, investing, and wealth preservation strategies. They are committed to upholding the highest ethical standards and acting in their clients' best interests as fiduciaries.

DeDora Capital's team consists of experienced financial advisors and professionals with diverse backgrounds and expertise. They hold industry accreditations such as Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), and Accredited Investment Fiduciary (AIF). Their clients include individual investors, high net worth individuals, small businesses, and nonprofits. DeDora Capital operates primarily by referral, focusing on building strong relationships with their clients and serving those with whom they can genuinely make a difference.

DeDora Capital is a registered investment advisor committed to providing comprehensive wealth planning and investment management services. They strive to make a meaningful difference in the financial lives of their clients, guiding them towards achieving their financial goals and building wealth for the future. The company prioritizes client relationships, operating primarily by referral and focusing on serving those with whom they can make a genuine impact. Their mission is driven by a belief in the power of running successful businesses, spending time with family, enjoying retirement, and making a responsible impact in their community.

DeDora Capital cultivates a culture that prioritizes both professional excellence and personal well-being. The company emphasizes a commitment to ethical conduct, treating employees well, and contributing to the community. DeDora Capital values a collaborative and supportive work environment where employees are encouraged to pursue their passions and professional development. The company believes in making a meaningful difference in the financial lives of their clients, and this commitment extends to their employees, fostering a culture of purpose and shared values.

DeDora Capital emphasizes a commitment to diversity, equity, and inclusion by prioritizing a diverse team with various professional backgrounds and accreditations. They highlight the importance of treating employees well and contributing to the community, demonstrating a dedication to fostering an inclusive and ethical work environment. This commitment extends to their client base, with a focus on serving a variety of individuals and organizations, reflecting their belief in the value of diverse perspectives and experiences.