Financial Advisor Profile

Bill Dutton

Financial Advisor, SDCCU Investment Services - CA Insurance LIC# 0C38740

About Me

I started in financial services back in 1998 with an insurance practice through Northwestern Mutual. There I helped small business owners develop a plan for their business continuation and succession. Twelve years later, I moved my practice to Mass Mutual where I continued to work with business owners and more complex issues where we would design, develop and implement strategies to not only sell their business, but manage the wealth that came from that event. I’ve been with SDCCU Investment Services since 2015, helping members work through planning for retirement, college education for their children, planning for financial security for their family and funding for elder care later in life.

Passionate about music, I attended USC (Fight On) on a band grant scholarship while marching in the Trojan Band Drumline for all four years. I’ve been a professional musician since the age of 16 holding union cards in San Francisco, Los Angeles and Las Vegas. I still play throughout San Diego with a 20 piece big band orchestra, and also work frequently with my own eight piece ensemble known as “The R.” I’ve been married for over 30 years to my lovely and most understanding wife, Teresa, and have an adult daughter, Carmen, who now lives in Chicago.

What Makes Me Different

Experience. I have been an advisor for over 25 years focused on holistic planning and customized strategies to help clients pursue their goals. Whether it’s helping clients save for retirement, navigating the complexities of a company stock plan or special needs planning for children and family members who will continue to need financial support throughout their adulthood, I can help you create a roadmap and a disciplined approach to investing with the goal of reaching your financial objectives.

Education & Professional Certifications

• University of Southern California (USC) with a BA in Journalism and Broadcast Management
• FINRA Series 7 and 66 held through LPL Financial
• CA Insurance License 0C38740

Branches Served

Mira Mesa, Sorrento Mesa and Rancho Penasquitos

Services Include

Financial Planning¹
Higher Education
Insurance Analysis
Mutual Funds
Professional Portfolio Management²
Qualified Plan Beneficiary Planning

Services Include

Financial Planning¹
Higher Education
Insurance Analysis
Mutual Funds
Professional Portfolio Management²
Qualified Plan Beneficiary Planning

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.