A. Wayne Potter

Financial Advisor at Proxy Freedom LLC

Role
Financial Advisor at Proxy Freedom
Location
Walnut Creek, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Financial Advisor

    Proxy Freedom

    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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A. Wayne Potter — Financial Advisor at Proxy Freedom in Walnut Creek, CA, US | Unifers