Matt Goldstein work email
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Matt Goldstein personal email
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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.
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Chief Investment OfficerExit Wealth™Boulder, Co, Us -
Managing Director, Private Cfo At Oxygen FinancialOxygen Financial Mar 2021 - PresentAlpharetta, Gerorgia, UsFinancial planning, Financial Advisory, Wealth Management, Retirement Planning, Budgeting, Life Insurance, Small Business Insurance -
Wealth Management AdvisorU.S. Bancorp Investments, Inc. Apr 2016 - Mar 2021St Paul, Minnesota, Us -
Vice President Of Wealth Management/Regional Director Rocky Mountain RegionU.S. Bancorp Investments, Inc. Apr 2012 - Apr 2016St Paul, Minnesota, Us -
Branch Manager, Financial AdvisorAmeriprise Financial Services, Inc. Feb 2011 - Apr 2012Minneapolis, Mn, Us -
Southeast Regional DirectorAmeriprise Financial Services, Inc. Jun 1995 - Mar 2009Minneapolis, Mn, Us
Matt Goldstein Skills
Matt Goldstein Education Details
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The Wharton SchoolSenior Level Management -
Florida State UniversityMultinational 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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