Our Team
Steven B. Goldstein
CFP®, CRPC®, RICP®
Vice President, Private CFO®
Hometown: Bronx, NY
States Licensed: GA, NY, NJ, CA, MO, NC, PA
Credentials & Awards
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Retirement Planning CounselorSM
- Retirement Income Certified Professional®
About
Steve Goldstein is Vice President, Private CFO® with oXYGen Financial, Inc., and is based in Alpharetta, Georgia. He is a 19 year veteran of the financial services industry whose specialty is helping Baby Boomers and older Gen X'ers plan and manage their finances as they transition and live in retirement.
Steve holds the Certified Financial Planner™, Chartered Retirement Planning CounselorSM and Retirement Income Certified Professional® designations. His background also includes an MBA degree in Finance and Accounting from the University of Rochester and a BA degree in Business Economics from The State University of New York at Oneonta.
Steve was born and raised in the Bronx, NY and moved to the Atlanta area with his wife and children in 1994. In his spare time, Steve enjoys watching sports, exercising regularly, playing classic rock and blues guitar, and tackling home improvement projects.
Are you an early bird or a night owl?
Early bird
What would the title of your autobiography be?
The New Yorker Became A Southerner: My Journey From The Bronx to the Atlanta Suburbs
If you could only listen to one song for the rest of your life, what would it be?
Stairway To Heaven
If you could have the power of teleportation right now, where would you go?
Hawaii
What is the last TV show you binge-watched?
The Marvelous Mrs. Maisel
Motto or personal mantra?
Do The Best You Can!
What inspires or motivates you to do your job, as it relates to the customer experience?
To do all I can to help people retire and live the best life possible, all the way through to the end.
MY TEAM: Alpharetta
Brandon Hayes
Managing Director, Private CFO®
AJ Noegel
Client Service Associate
Kurt Brucker
Senior Vice President, Private CFO®
J.T. Mooser
Wealth Plan Design Specialist
Danielle Witt
Client Service Associate
Lily Earles
Operations Coordinator
Austin Willis
Wealth Plan Design Specialist
Venus Brown
Client Service Associate
Rebekah Smith
Director of Business Operations
Brian Watson
Vice President, Private CFO®
Courtney Wimpey
Wealth Plan Design Specialist
Auguste Hanna
Wealth Plan Design Specialist
Allyson Garringer
Operations Manager
Jamie Philipson
Executive Assistant
Kile Lewis
Co-Founder
Eric Pucciarelli
Managing Director, Private CFO®
Cristina Briboneria
Managing Director, Private CFO®
Billy Daniels
Senior Vice President, Private CFO®
Allison Baines
Wealth Plan Design Manager
Jeremiah Thompson
Vice President, Private CFO®
Drew Pond
Wealth Plan Design Specialist
Elizabeth Elrod
Director of Finance
Mary Kennon Lewis
Client Service Coordinator
Ted Jenkin
Business Consultant
Charles M Steele
Vice President, Private CFO®
Michelle Berry
Client Service Coordinator
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. Investor Disclosures: https://Bit.ly/KF-Disclosures