Bob Proctor
Shamrock Financial Planning. Wealth Management, Retirement Income Planning, College Planning, Social Security Planning, Insurance Planning
- Role
- Owner at Premier College Funding Solutions
- Location
- Naperville, IL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Bob Proctor
Robert D. Proctor, CFP™, CLU, ChFC, is the Owner of Shamrock Financial Planning, in…
Experience
Owner
Premier College Funding Solutions
Oct 2006 — Present
Education
The American College of Financial Services
Chartered Life Underwriter (CLU)
1993 — 1993
College of Financial Planning
CFP
2001
University of Illinois Chicago
Bachelors, Business/Accounting
The American College of Financial Services
Chartered Financial Consultant (ChFC)
1995
Skills
- Financial Planners
- Life Insurance
- Finance
- Securities
- Estate Planning
- Financial Planning
- Financial Advisory
- Long Term Care
- Investment Advisory
- Wealth Management
- Strategic Financial Planning
- Investments
- Insurance Planning
- Long-Term Care
- Financial Services
- Retirement Planning
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