Broker Check
Bill Dutra ChFC®, CLU®

Bill Dutra ChFC®, CLU®

Financial Professional

Professional Experience

My goal is to work with clients to uncover solutions to their financial needs by using a comprehensive process with the goal of securing their future. With 30 years in the financial industry, I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

I have been a resident of Florida for 23 years, and in my free time, I enjoy spending time with my wife, Liliana, daughter, Miranda and grandson, Christian. Additionally, I participate in community outreach programs as a member of the Chamber of Commerce and the St. Augustine Catholic Church.

Credentials

FINRA Securities Series 6, 63, Registrations
Licensed Life, Health and Variable Annuities
Chartered Financial Consultant
Chartered Life Underwriter


Professional Services

Business

Business Succession Planning, Buy/Sell Agreements and Funding
Executive Compensation, Bonus Plans and Key Man Protection
Employee Benefits
Retirement Strategies
Tax Sheltered Annuities
Pension Transfer/Rollovers
401(k) & 403(b) Plans
Group Variable Universal Life Insurance and Disability Insurance

Personal

Family Protection, Life, Disability and Long-Term Care Insurance
Retirement Strategies and Wealth Management
Asset Protection and Estate Planning
Fixed and Variable Annuities
Disability Insurance
Education Funding Strategies
IRA Consolidation/Rollovers
Mortgage protection (funded through life insurance and disability insurance)
Lump Sum Pension Distribution Strategies

William Dutra is a registered representative with Cetera Advisor Networks LLC. Member FINRA/SIPC. OMNI Financial Services is independently owned and operated.