Charles Steele, Vp, Private Cfo™, Cfp®
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Charles Steele, Vp, Private Cfo™, Cfp® Email & Phone Number

Helping uncomplicate everyday decisions about money at oXYGen Financial Inc
Location: Atlanta, Georgia, United States 5 work roles 2 schools
1 work email found @oxygenfinancial.net 10 phones found area 304, 804, 606, 434, 502, and 859 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 10 phones

Work email c****@oxygenfinancial.net
Direct phone (304) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Helping uncomplicate everyday decisions about money
Location
Atlanta, Georgia, United States
Company size

Who is Charles Steele, Vp, Private Cfo™, Cfp®? Overview

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Quick answer

Charles Steele, Vp, Private Cfo™, Cfp® is listed as Helping uncomplicate everyday decisions about money at oXYGen Financial Inc, a company with 37 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at oxygenfinancial.net, phone signal with area code 304, 804, 606, 434, 502, 859, and a matched LinkedIn profile for Charles Steele, Vp, Private Cfo™, Cfp®.

Charles Steele, Vp, Private Cfo™, Cfp® previously worked as Vice President Private CFO® at Oxygen Financial Inc and Managing Partner at Foulkes Steele Wealth Managment. Charles Steele, Vp, Private Cfo™, Cfp® holds Certificant, Cfp® Certification Education Program from University Of Georgia - Terry College Of Business.

Company email context

Email format at oXYGen Financial Inc

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*@oxygenfinancial.net
71% confidence

AeroLeads found 1 current-domain work email signal for Charles Steele, Vp, Private Cfo™, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Charles Steele, Vp, Private Cfo™, Cfp®

Contact: Office (678.)551-7975 Email: csteele@oxygenfinancial.netOur mission at oXYGen Financial is to help our clients breathe easier® about life.We offer a true cost-affordable family financial office for busy individuals and business owners in the X and Y Generations. In fact, boomers and retirees love us. Who I work with:In addition to our original target demographic of the XY Generations, I excel with mid to late career small business owners, health care providers and C level executes Services I provide:Include advanced tax planning, fee based asset management, deferred compensation planning, life insurance, general financial planning ,REITs, Education Planning, retirement planning, 401Ks, as well as a suite of consultative services for small business ownersTo schedule a meeting email me at csteele@oxygenfinancial.net 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.

Listed skills include Financial Consulting, Wealth Management, Retirement Planning, Portfolio Management, and 14 others.

Current workplace

Charles Steele, Vp, Private Cfo™, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

oXYGen Financial Inc
Oxygen Financial Inc
Helping uncomplicate everyday decisions about money
georgia, united states
Employees
37
AeroLeads page
5 roles

Charles Steele, Vp, Private Cfo™, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President Private Cfo®

Current

35 Old Canton St Alpharetta GA 30009

Jun 2017 - Present

Managing Partner

Foulkes Steele Wealth Managment

3355 Lenox RD Suite 750 Atlanta GA 30326

Dec 2015 - Jun 2017

Owner/Founder

Singular Financial, Llc

Greater Atlanta Area

Nov 2011 - Dec 2015
Team & coworkers

Colleagues at oXYGen Financial Inc

Other employees you can reach at oxygenfinancial.net. View company contacts for 37 employees →

2 education records

Charles Steele, Vp, Private Cfo™, Cfp® education

B.B.A, International Economics, Finance, Business Management

Activities and Societies: Student Government & Omicron Delta Epsilon

FAQ

Frequently asked questions about Charles Steele, Vp, Private Cfo™, Cfp®

Quick answers generated from the profile data available on this page.

What company does Charles Steele, Vp, Private Cfo™, Cfp® work for?

Charles Steele, Vp, Private Cfo™, Cfp® works for oXYGen Financial Inc.

What is Charles Steele, Vp, Private Cfo™, Cfp®'s role at oXYGen Financial Inc?

Charles Steele, Vp, Private Cfo™, Cfp® is listed as Helping uncomplicate everyday decisions about money at oXYGen Financial Inc.

What is Charles Steele, Vp, Private Cfo™, Cfp®'s email address?

AeroLeads has found 1 work email signal at @oxygenfinancial.net for Charles Steele, Vp, Private Cfo™, Cfp® at oXYGen Financial Inc.

What is Charles Steele, Vp, Private Cfo™, Cfp®'s phone number?

AeroLeads has found 10 phone signal(s) with area code 304, 804, 606, 434, 502, 859 for Charles Steele, Vp, Private Cfo™, Cfp® at oXYGen Financial Inc.

Where is Charles Steele, Vp, Private Cfo™, Cfp® based?

Charles Steele, Vp, Private Cfo™, Cfp® is based in Atlanta, Georgia, United States while working with oXYGen Financial Inc.

What companies has Charles Steele, Vp, Private Cfo™, Cfp® worked for?

Charles Steele, Vp, Private Cfo™, Cfp® has worked for Oxygen Financial Inc, Foulkes Steele Wealth Managment, Singular Financial, Llc, National Financial Services Group, and Ameriprise Financial Services, Inc..

Who are Charles Steele, Vp, Private Cfo™, Cfp®'s colleagues at oXYGen Financial Inc?

Charles Steele, Vp, Private Cfo™, Cfp®'s colleagues at oXYGen Financial Inc include Allison Baines, Cfp®, Thomas Kettering, Chelsea Tankus, ✞Eliot Goode✞, and Drew Pond, Cfp®.

How can I contact Charles Steele, Vp, Private Cfo™, Cfp®?

You can use AeroLeads to view verified contact signals for Charles Steele, Vp, Private Cfo™, Cfp® at oXYGen Financial Inc, including work email, phone, and LinkedIn data when available.

What schools did Charles Steele, Vp, Private Cfo™, Cfp® attend?

Charles Steele, Vp, Private Cfo™, Cfp® holds Certificant, Cfp® Certification Education Program from University Of Georgia - Terry College Of Business.

What skills is Charles Steele, Vp, Private Cfo™, Cfp® known for?

Charles Steele, Vp, Private Cfo™, Cfp® is listed with skills including Financial Consulting, Wealth Management, Retirement Planning, Portfolio Management, Estate Planning Strategies, Risk Management, Disability Insurance, and Long Term Care.

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