Chris Proctor
CIMA®
Legacy Financial Strategies
Principal/Chief Investment Officer/Financial Advisor
Chris Proctor
CIMA®
Legacy Financial Strategies
Principal/Chief Investment Officer/Financial Advisor
Nobody wants their doctor to receive a kickback when they prescribe a treatment. My clients feel the same way. That’s why I deliver unbiased, objective advice without commissions or hidden compensation. - Chris Proctor, CIMA®
Fee-only financial advisor located in Leawood, KS, serving the greater Kansas City area and clients across the country. We offer actionable advice that will ensure a lasting impact.
Chris Proctor is a part of Legacy Financial Strategies' team of expert fee-only financial advisors in Leawood, KS, serving Kansas City and clients across the country. By engaging in meaningful discussions, we customize comprehensive financial plans, investment management, and employer solutions, such as retirement services. Our process begins by establishing an understanding of your unique financial needs, goals, risks, and obstacles. From there, our committed advisors are able to offer actionable advice that will ensure a lasting impact through diligent follow-ups and communication with each client.
Check out our new "FAQ in Under 2" Video Series for Concise Insight on Common Financial Questions
EXPERIENCE
Chris Proctor has over 25 years of experience in financial services, having held investment and advisory positions at a diverse collection of large U.S. and global firms. He currently leads the investment committee for Legacy and advises a small group of clients.
SPECIALTY
He began his career in corporate finance before making the transition to consulting, where he’s worked with retirement plan participants, families, corporate investment policy committees, and financial professionals at every major U.S. firm.
CREDENTIALS
- Certified Investment Management Analyst® (CIMA®)
- Certificate in financial planning from the University of Missouri-Kansas City
- Series 66 Securities License
- Bachelor’s degree in accounting from Kansas State University
ADDITIONAL INFORMATION
His time outside the office is often spent with his wife and two daughters, getting in a good swim, brushing up on his soccer skills, or sipping a glass of wine.
Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor.
• We are fee-only financial advisors. You can rest assured knowing our recommendations are motivated exclusively by your success and not commissions.
• We authentically care and will take time to understand the whole of your financial circumstances, including your needs, goals, risks, and obstacles.
• We offer actionable advice to ensure a lasting impact. Whether you’re preparing your business for expansion, adapting after divorce, planning for retirement, or determining where to invest, we’ll help you do what’s needed now for a bright financial future then.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Tax Strategies
- Income Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Chris Proctor is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Contact Chris Proctor
Office Locations:
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11300 Tomahawk Creek Parkway
Suite 190
Leawood, KS 66211
