Dorothy Palfini

Wealth Advisor

Dorothy has over 35 years of Investment Management, Financial Planning and Tax Planning experience dating back to 1986. Prior to that time she held positions that included Mayor of Mt. Shasta, administrator for the Mt. Shasta Recreation District and started various small businesses in Siskiyou County including restaurants and a pottery shop. In her spare time she loves to read, walk the local trails, and spend time with family. Dorothy holds her Series 7 and 66 registrations.

Some random facts:

Was the first woman to be elected Mayor of Mt. Shasta
Has 13 grandchildren and 7 great grandchildren
She has been married to her husband Rick for over 70 years!
Next on the bucket list: Visit Graceland and the Grand Ole Opry

Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

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