A. Wayne Potter
Financial Advisor at Proxy Freedom LLC
- Role
- Financial Advisor at Proxy Freedom
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
About A. Wayne Potter
Experienced Wealth Coach and Financial Life Planner with over three decades of success helping people make smart choices with their money. Knowledgeable and Skilled in Personal Financial Planning, Business Planning, Risk Management, Investment Strategies, Retirement Planning, Estate and Charitable Planning and Executive Compensation and Benefits.
Experience
Financial Advisor
Jul 2025 — Present · Walnut Creek, CA, US
Financial Advisor and Lead Financial Planning Specialist
Education
Northern Arizona University
Master's degree, Vocal Performance
1981 — 1983
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