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Matt Goldstein Email & Phone Number
Chief Investment Officer
at
Exit Wealth™
1 work email found
@usbank.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer
Location
Boulder, Colorado, United States
Company size
Who is Matt Goldstein? Overview
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Quick answer
Matt Goldstein is listed as Chief Investment Officer at Exit Wealth™, a company with 2 employees, based in Boulder, Colorado, United States. AeroLeads shows a work email signal at usbank.com and a matched LinkedIn profile for Matt Goldstein.
Matt Goldstein previously worked as Managing Director, Private CFO at oXYGen Financial at Oxygen Financial and Wealth Management Advisor at U.S. Bancorp Investments, Inc.. Matt Goldstein holds Executive Leadership, Senior Level Management from The Wharton School.
Company email context
Email format at Exit Wealth™
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{first_initial}{last}@usbank.com
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AeroLeads found 1 current-domain work email signal for Matt Goldstein. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Alternative Investments, Wealth Management, Portfolio Management, 401K Rollovers, and 14 others.
Current workplace
Matt Goldstein's current company
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Exit Wealth™
6 roles
Matt Goldstein work experience
A career timeline built from the work history available for this profile.
Managing Director, Private Cfo At Oxygen Financial
CurrentFinancial planning, Financial Advisory, Wealth Management, Retirement Planning, Budgeting, Life Insurance, Small Business Insurance
Mar 2021 - Present
Wealth Management Advisor
Apr 2016 - Mar 2021
Vice President Of Wealth Management/Regional Director Rocky Mountain Region
Apr 2012 - Apr 2016
Branch Manager, Financial Advisor
Feb 2011 - Apr 2012
Southeast Regional Director
Jun 1995 - Mar 2009
2 education records
Matt Goldstein education
Executive Leadership, Senior Level Management
The Wharton School
Bachelor Of Science (B.S), Finance, Multinational Business
Florida State University
FAQ
Frequently asked questions about Matt Goldstein
Quick answers generated from the profile data available on this page.
What company does Matt Goldstein work for?
Matt Goldstein works for Exit Wealth™.
What is Matt Goldstein's role at Exit Wealth™?
Matt Goldstein is listed as Chief Investment Officer at Exit Wealth™.
What is Matt Goldstein's email address?
AeroLeads has found 1 work email signal at @usbank.com for Matt Goldstein at Exit Wealth™.
Where is Matt Goldstein based?
Matt Goldstein is based in Boulder, Colorado, United States while working with Exit Wealth™.
What companies has Matt Goldstein worked for?
Matt Goldstein has worked for Exit Wealth™, Oxygen Financial, U.S. Bancorp Investments, Inc., and Ameriprise Financial Services, Inc..
How can I contact Matt Goldstein?
You can use AeroLeads to view verified contact signals for Matt Goldstein at Exit Wealth™, including work email, phone, and LinkedIn data when available.
What schools did Matt Goldstein attend?
Matt Goldstein holds Executive Leadership, Senior Level Management from The Wharton School.
What skills is Matt Goldstein known for?
Matt Goldstein is listed with skills including Alternative Investments, Wealth Management, Portfolio Management, 401K Rollovers, Financial Advisory, Series 63, Securities, and Investments.
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