Steven B. Goldstein CFP®, CRPC®

Vice President, Private CFO ™

Steven B. Goldstein CFP®, CRPC® - oXYGen Financial Inc

Steve was born and raised in New York City. He received an MBA in Finance and Accounting from the University of Rochester and spent several years in various financial management positions with a major telecommunications company. Having relocated to Alpharetta, Georgia in 1994 with his wife, Beth, and two children, Allison and Andrew, Steve later joined Ameriprise Financial as a Financial Advisor in 2002.

From the beginning of his financial planning career, Steve has been focused on providing the highest quality advice and service to his clients. In 2005, he received the President’s Recognition Award at Ameriprise for providing “exceptional advice to his clients.” Steve earned the CERTIFIED FINANCIAL PLANNER™ designation in 2006 after completing the CFP® Certification Education Program with “Great Distinction” at Oglethorpe University. In 2008, he completed the requirements for the CHARTERED RETIREMENT PLANNING COUNSELOR designation. Steve is committed to further develop his knowledge and skills through continuing education.

Steve highlights that the main reasons he joined oXYGen Financial were his strong belief that clients are best served by independently owned financial service firms, and to work in an enjoyable environment with others who share his conviction to provide a great experience for his clients and always put their interests before his own.

Contact Steve:
sgoldstein@oxygenfinancial.net
678.551.7954

(C) 2009 oXYGen Financial | Privacy Policy

One or more individuals are securities licensed through Investacorp, Inc., a registered broker/dealer, member FINRA and SIPC. Securities business cannot be transacted in other states until after the appropriate license is obtained. FINRA's homepage is www.finra.org and Securities Investor Protection Corporation's homepage is www.sipc.org. Advisory services offered through Investacorp Advisory Services, Inc. Linked sites are strictly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.