Matt Goldstein

Matt Goldstein Email and Phone Number

Chief Investment Officer @ Exit Wealth™
Boulder, CO, US
Matt Goldstein's Location
Boulder, Colorado, United States, United States
Matt Goldstein's Contact Details

Matt Goldstein work email

Matt Goldstein personal email

About Matt Goldstein

Our 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. Boomers and retirees love us as well.What do we offer?True independent and fiduciary financial planning and wealth management. We have an open platform where we can invest in stocks, bonds, mutual funds, exchange traded funds, Private Equity/Credit, Hedge Funds, BDC's, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, and stock option planning.Go to www.oxygenfinancial.net or e-mail me at matt@oxygenfinancial.net to set up a meeting.I grew up just outside Washington DC in Silver Spring MD. I attended Florida State University and completed The Wharton School of Business Executive Leadership Program. I'm a family man and love spending time with my wife Michele and my two daughters, Mackenzie a sophomore at Emory University, and Lexi a sophomore in high school and my two dogs. Health and wellness is a passion of mine and I am an avid ultra-endurance athlete and am always training for the next big race. I have have completed over 20 marathons including the Boston Marathon twice, 3 Ironman triathlons, and multiple ultra trail marathons. In August I will be attempting the Leadville trail 100 which is one of the toughest ultras in the world.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. www.finra.org and www.sipc.org This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra IS Compliance Department at 737-443-2582.

Matt Goldstein's Current Company Details
Exit Wealth™

Exit Wealth™

View
Chief Investment Officer
Boulder, CO, US
Website:
exitwealth.com
Employees:
2
Matt Goldstein Work Experience Details
  • Exit Wealth™
    Chief Investment Officer
    Exit Wealth™
    Boulder, Co, Us
  • Oxygen Financial
    Managing Director, Private Cfo At Oxygen Financial
    Oxygen Financial Mar 2021 - Present
    Alpharetta, Gerorgia, Us
    Financial planning, Financial Advisory, Wealth Management, Retirement Planning, Budgeting, Life Insurance, Small Business Insurance
  • U.S. Bancorp Investments, Inc.
    Wealth Management Advisor
    U.S. Bancorp Investments, Inc. Apr 2016 - Mar 2021
    St Paul, Minnesota, Us
  • U.S. Bancorp Investments, Inc.
    Vice President Of Wealth Management/Regional Director Rocky Mountain Region
    U.S. Bancorp Investments, Inc. Apr 2012 - Apr 2016
    St Paul, Minnesota, Us
  • Ameriprise Financial Services, Inc.
    Branch Manager, Financial Advisor
    Ameriprise Financial Services, Inc. Feb 2011 - Apr 2012
    Minneapolis, Mn, Us
  • Ameriprise Financial Services, Inc.
    Southeast Regional Director
    Ameriprise Financial Services, Inc. Jun 1995 - Mar 2009
    Minneapolis, Mn, Us

Matt Goldstein Skills

Alternative Investments Wealth Management Portfolio Management 401k Rollovers Financial Advisory Series 63 Securities Investments Services Retirement Income Strategies Retirement Plan Consulting Asset Allocation Series 7 Equities Mutual Funds Wealth Management Services Series 24 Asset Managment

Matt Goldstein Education Details

  • The Wharton School
    The Wharton School
    Senior Level Management
  • Florida State University
    Florida State University
    Multinational Business

Frequently Asked Questions about Matt Goldstein

What company does Matt Goldstein work for?

Matt Goldstein works for Exit Wealth™

What is Matt Goldstein's role at the current company?

Matt Goldstein's current role is Chief Investment Officer.

What is Matt Goldstein's email address?

Matt Goldstein's email address is ph****@****aol.com

What schools did Matt Goldstein attend?

Matt Goldstein attended The Wharton School, Florida State University.

What are some of Matt Goldstein's interests?

Matt Goldstein has interest in Collecting Antiques, Exercise, Home Improvement, Shooting, Reading, Health And Wellness, Coaching My Daughters In Team Sports, Sports, The Arts, Home Decoration.

What skills is Matt Goldstein known for?

Matt Goldstein has skills like Alternative Investments, Wealth Management, Portfolio Management, 401k Rollovers, Financial Advisory, Series 63, Securities, Investments, Services, Retirement Income Strategies, Retirement Plan Consulting, Asset Allocation.

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