Our Team
Matt Goldstein
Managing Director, Private CFO®
Hometown: Silver Spring, MD
States Licensed: AZ, CA, CO, FL, IL, WA, WI
Matt Goldstein
Managing Director, Private CFO®
About
Matt grew up just outside Washington DC in Silver Spring MD. He attended Florida State University and completed The Wharton School of Business executive leadership program. Outside of work Matt is a family man and loves spending time with his wife Michele and his two daughters, Mackenzie a freshman at Emory University, and Lexi a Freshman in high school and his two dogs. Matt is also an avid ultra-endurance athlete and loves training for his next big race. He has completed 17 marathons and qualified and finished the Boston Marathon twice, 3 Ironman triathlons, and multiple Ultra trail marathons including a 100K. In August he will be attempting the Leadville 100 which is one of the toughest ultras in the world.
Personal Info
Are you an early bird or a night owl?
Early bird
What would the title of your autobiography be?
Boundless
If you could only listen to one song for the rest of your life, what would it be?
Vivaldi - Four Seasons
If you could have the power of teleportation right now, where would you go?
Mt. Everest Base Camp
What is the last TV show you binge-watched?
Alone
Motto or personal mantra?
CANI (Constant And Never-ending Improvement)
What inspires or motivates you to do your job, as it relates to the customer experience?
I am extremely lucky
because I get to do what I love! I have a deep passion for financial markets
and planning. For me there is no greater feeling in the world then
knowing that you have made a meaningful difference in making clients feel more
confident and in control of their financial future. Watching clients who
have entrusted you with their hard-earned savings live their best life and becoming the
best version of themselves is why I wake up excited every morning to go into
the office.
Featured Articles
Will National 529 Day Take Our Education to the Next Level
Protect Your Wallet: Combatting Shrinkflation and Skimpflation
Is Your Entire Income at Risk? The Impending Social Security Tax Overhaul You Need to Know
Navigating the Generational Wealth Landscape: Opportunities and Realities
Unlocking Financial Freedom: The Power of an Investment Line of Credit
Creating a Winning PR Strategy for Launching a New Fintech Product
The Crucial Intersection of Personal Finance and Tax Planning
4 Factors That Impact Custom Web Design Costs
Five Surefire Ways to Trigger an IRS Audit
Financial Moves for Fifty Year Olds
Who Is John Galt and Why Is Insurance SO Expensive?
Legal and Financial Management: A Look at Two Leading Platforms
The Path to Profitability: Setting Financially Sound Business Goals
The Silent Struggle: Unveiling the Reality of Money Dysmorphia
Travel Tips That Fit Your Budget in 2024
Gen Xers, Let’s Face It, We’re Now the Sandwich Generation
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