Access a world of opportunity
Proxy Freedom is a team of financial professionals dedicated to providing comprehensive, holistic and customized wealth management solutions to a select group of clients.
Business Divisions
Our Services
Wealth Management
At Proxy Freedom, we specialize in comprehensive wealth management services. Our experienced team offers personalized strategies, investment management, and risk assessment, aiming to optimize your financial goals, preserve assets, and enhance your long-term financial well-being.
Financial Planning
Our team provides tailored financial planning services. With a dedicated team of professionals, offering strategic guidance, comprehensive goal setting, and investment analysis to help you achieve your financial objectives, secure your future, and maximize your long-term wealth potential.
Broker Dealer Services
At Proxy, we offer RIA, Insurance, and Private Equity services. Making revenue sharing across platforms more accessible for our clients. With our team of professionals, helping you to achieve your financial goals, secure your future, and navigate the complexities of the financial landscape effectively.
the language of business
Advisory That Empowers You
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Our Story
Today, the philosophy at PROXY Freedom is built on the foundation of Don’t Invest and Forget™ - a theme and philosophy known throughout the San Francisco Bay Area and beyond. Over 30 years ago Pat Vitucci began sharing his message of proactive, goal-based financial planning to a wide audience on his weekly radio program. Pat has also hosted hundreds of seminars and workshops throughout the Bay Area while releasing his popular book, Don’t Invest and Forget™, that is still available today.
It's worth noting that Pat Vitucci is no longer affiliated with United Planners, and his journey has taken a new direction. His Don’t Invest and Forget™ legacy continues through the consultants and team members of PROXY Freedom—continuing to help hundreds of clients in the Bay Area and across the country set and achieve their important financial goals in life. Pat also continues to host his weekly radio show and podcast to listeners across the country and speaks regularly through webinars and seminars on a variety of topics.
At Proxy Freedom, LLC, we continue to build and expand the reach of the Don’t Invest and Forget™ philosophy as Founder and CEO, CJ Davidson, and Managing Partner, Bryan Caulkins, lead the PROXY Freedom team in taking this message into the future with their innovative and creative talents and with the assistance of other like-minded professionals that make up the PROXY family across the United States.Through unwavering commitment to excellence and a focus on their clients' success, CJ and Bryan built the Proxy team as a trusted partner, guiding their clients through the complexities of the financial landscape while fostering a sense of empowerment and freedom. Today, the team at Proxy, stands alongside Pat Vitucci, with CJ Davidson and Bryan Caulkins at the helm, driving the company forward on its journey of redefining what is possible in the pursuit of financial freedom.
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