Our Team

Charles M Steele

CFP®

Vice President, Private CFO®

Hometown: Buffalo, NY

States Licensed: FL, WV, GA, VA

a view of a city street
a man wearing a suit and tie smiling at the camera

Charles M Steele

Vice President, Private CFO®

Credentials & Awards

  • CFP®
  • Series 7 (General Securities Exam)
  • Series 66 (Uniform Combined State Law Exam)

Personal Info

I'm a Marshall U grad (Go Herd!) with a degree spanning multiple disciplines: Economics, Finance, & Management. Helping small business owners, individuals, and families breathe easier has been my calling since 2005.

Are you an early bird or a night owl?

Early bird

What would the title of your autobiography be?

Outside Looking In

If you could only listen to one song for the rest of your life, what would it be?

A Change Is Gonna Come - Sam Cooke

If you could have the power of teleportation right now, where would you go?

Somewhere peaceful, sparsely populated with a cool ocean breeze

What is the last TV show you binge-watched?

The Outsider

Motto or personal mantra?

"I am the master of my fate: I am the captain of my soul." - Henley

What inspires or motivates you to do your job, as it relates to the customer experience?

Watching the empowerment that comes with financial stability and building a legacy.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Background and qualification information is available at FINRA's BrokerCheck website.

* Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.

+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.

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