Our Team

Steven B. Goldstein

CFP®, CRPC®, RICP®

Vice President, Private CFO®

Hometown: Bronx, NY

States Licensed: GA, NY, NJ, CA, MO, NC, PA

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

Steven B. Goldstein

Vice President, Private CFO®

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.

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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. Investor Disclosures: https://Bit.ly/KF-Disclosures

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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. https://Bit.ly/KF-Disclosures

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