Proxy Financial

Proxy Financial Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Proxy Financial, Financial service, 2980 NE 207th Street, Miami, FL.

06/12/2026

Every client has a story. For own , helping people navigate life’s financial decisions has never been about numbers alone—it’s about the people behind them.

In this clip from our podcast, “Marked Unread”, Rafa shares a client story that illustrates why he’s passionate about serving others and the impact thoughtful financial guidance can have when it matters most.

06/03/2026

What led our Co-Founder & CFO, , into a career in financial services?

In this clip from Marked Unread, Bryan shares the experiences and motivations that shaped his path and continue to drive his work today.

📍 Filmed on location in Miami, Florida

MiamiFL FinancialPlanning AdvisorLife

05/29/2026

Advisors have a choice.

The first step is knowing that choice exists.

Join us at Proxy Summit 2026 in Las Vegas and connect with advisors who are building what’s next.

We’d love to have you in the room.

Link in bio to register.

05/25/2026

The countdown starts now.

Tickets for Proxy Summit 2026 are officially LIVE.

Join an exclusive room of advisors, industry leaders, strategic partners, and high performers for one of the most anticipated events of the year. Big conversations. Powerful relationships. Unmatched energy.

This is where Proxy comes together.

🎟️ Secure your spot now | link in bio.

AdvisorGrowth Leadership PrivateWealth

Happy Valentine’s Day from Proxy Financial ❤️
02/14/2026

Happy Valentine’s Day from Proxy Financial ❤️

Happy New Year! 🎉 Wishing everyone a happy, healthy, and successful New Year. Here’s to new beginnings, fresh opportunit...
01/01/2026

Happy New Year! 🎉 Wishing everyone a happy, healthy, and successful New Year. Here’s to new beginnings, fresh opportunities, and a positive year ahead. Thank you for being part of our journey—we look forward to what’s to come! #2026

From all of us at Proxy Financial, we wish you a Merry Christmas and a joyful holiday season filled with peace, happines...
12/25/2025

From all of us at Proxy Financial, we wish you a Merry Christmas and a joyful holiday season filled with peace, happiness, and prosperity

CEO Weekly spotlights our CEO, ,for reimagining finance and proving that people—not products—belong at the center.Full ...
10/03/2025

CEO Weekly spotlights our CEO, ,for reimagining finance and proving that people—not products—belong at the center.
Full article ➡️ ceoweekly.com (link in bio).

For too long, outdated “rules” about money have held people back — myths like “you need $1M to retire” or “you can’t inv...
09/15/2025

For too long, outdated “rules” about money have held people back — myths like “you need $1M to retire” or “you can’t invest if you have debt.”

At Proxy Financial, we’re here to break those myths wide open. Every Monday, we’ll share the truth behind common money misconceptions, give you practical solutions, and show you how to build confidence in your financial future.

❌ Myths keep you stuck.
✅ Truth sets you free.

👉 Follow along every Monday — and drop the biggest money myth you’ve ever heard in the comments so we can tackle it together.

Why it matters: That’s almost 40% of the adult population, meaning millions of families could face financial insecurity ...
09/09/2025

Why it matters: That’s almost 40% of the adult population, meaning millions of families could face financial insecurity if a primary earner were to no longer be here to provide. Protect what matters most. Explore your life insurance options today. Link in bio to learn more

Address

2980 NE 207th Street
Miami, FL
33180

Telephone

+16462895075

Website

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