portrait of Eric M Dutra

About Eric

When I started my family 20 years ago, I had a newly evident sense of planning for the future. Others depended upon me, and I in turn knew it was my duty to help and provide for them by adequately preparing and planning for their future! My family motivates me and it is this motivation that drives me to help others and truly make a difference in the lives of my community.

It is my goal to treat all of my clients like family and work alongside you the same way to help you achieve your unique goals.

Life is full of...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • California State Univ,ChicoBachelor of Arts

Personal Interests

  • Basketball
  • Camping
  • Community Outreach
  • Health & Nutrition
  • ATVs

Team Members

  • Nicole Whitlock
    Branch Office Administrator

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