Meet the Professional Educators at Proxy Freedom
Our team of exceptionally knowledgeable professionals at Don’t Invest and Forget are dedicated to one thing, creating engaging financial content that means something for your life. Built on 35 years of experience on radio, television and most importantly, in the community, we look forward to continuing to dedicate our time to being a great resource for you.
Pat Vitucci, a financial services leader for 30+ years, spreads proactive, goals-based financial planning through his radio show, TV programs, seminars, and speaking engagements. He authored Don’t Invest and Forget™, emphasizing the importance of a comprehensive financial plan and how to begin.
Walnut Creek, CA
CJ Davidson, the founder and CEO of Proxy Freedom,is aiming to revolutionize the financial services industry. Their mission focuses on improving the client experience and creating a professional culture that values ethical financial advisors. Come to learn more the Proxy way!
Dallas, TX
Bryan embraces personal growth and reflection. He holds a BA in Philosophy as well as a BA in Theology. His personal and spiritual life have always paralleled his professional endeavors. His mantra is being of service to others.
New Braunfels, TX
Specialize in assisting small to medium-sized businesses in enhancing their financial strategies by leveraging a wide range of services offered by our esteemed providers
Las Vegas, NV
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Contact us today to schedule a complimentary consultation.
As a thank you we will send our popular guide: The 50+ Retirement Guide.
