As the co-founder of Proxy Financial, Bryan has a deep desire to democratize financial services to everyone – anywhere in the world. It was this passion that drove him to found Proxy with his partner, CJ Davidson, in 2018, at the time focusing on bringing everyday wealth management and financial planning to immigrant families coming to the USA. Today he leads the team exclusively with the US based clients, as well as in matters of compliance, complex case design, and mentorship.

Bryan’s passion for investments and planning stems from his work experience, where he began on Wall Street in 2007, he had the opportunity to experience nearly every area of the investment industry. Originally American, Bryan grew up in the countryside of São Paulo, Brazil, where he earned a Bachelor’s degree in Business Administration from the University of São Paulo. Later in his career, Bryan received a master’s degree in Financial Derivatives from the Universidad Adolfo Ibañez in Santiago, Chile. Completing his education with an MBA at Vlerick Business School in Brussels, Belgium.

He currently resides in Florida, with his wife and children, where he leads the team of Advisors and operations, serving Proxy clients, no matter where they are.

*Bryan Caulkins is not an IAR of Proxy Financial, Proxy Wealth Advisors and does not provide investment advice through this RIA.