About Bob Proctor CFP

The Principal of Shamrock Financial Planning, Bob Proctor, has been involved in the financial services industry since signing a contract with the Northwestern Mutual in 1989.  Since that time Bob has achieved his CFP(R) designation (Certified Financial Planner), his ChFC designation (chartered financial consultant) and his CLU (chartered life underwriter).  In addition he is a Registered Representative and Investment Advisor Representative with Ausdal Financial Partners.

Over the course of 25+ years Bob has helped countless individuals and families achieve their financial goals through a comprehensive life financial planning process and wealth management.

Bob is a member of NAIFA (National Assocaition of Insurance and Financial Advisors), FSP (Financial Service Professionals), FPA (Financial Planning Association).