A. Potter Email
Financial Advisor @ Proxy Freedom
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A. Potter Location
- Walnut Creek, CA, US
A. Potter Work
- Financial Advisor @ (July 2025 - Present)
- CCO and Financial Advisor @ (July 2024 - Present)
- Senior Case Design Specialist @ PROXY Freedom LLC (September 2022 - November 2025)
- Chief Operations Officer (COO) @ (November 2019 - January 2023)
- Client Relations and Planning Associate @ (June 2017 - November 2019)
- Personal Financial Representative @ (May 2016 - June 2017)
- Owner @ Integrated Wealth Management, LC (January 2002 - May 2014)
- Wealth Coach @ Integrated Wealth Advisors, Inc. (January 2002 - May 2014)
- Wealth Coach, Owner @ DM Bruce Associates, Inc. (January 2009 - July 2010)
- Director of Financial Planning @ Tax & Investment Strategies (October 1995 - December 2002)
A. Potter Education
- Northern Arizona University
Master's degree (Vocal Performance)
1981-1983 - Clarity Christian College formerly Florida Bible College
A. Potter Summary
- A. Potter, based in Walnut Creek, CA, US, is currently a Financial Advisor at Proxy Freedom. A. Potter brings experience from previous roles at Proxy Wealth Advisors LLC, PROXY Freedom LLC and Vitucci & Associates. A. Potter holds a 1981 - 1983 Master's degree in Vocal Performance @ Northern Arizona University. A. Potter has 1 emails on RocketReach.
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