Steven B. Goldstein, CFP<sup>&reg;</sup> - Financial Advisor

Steven B. Goldstein, CFP®

CRPC®, RICP®

Vice President, Private CFO™

oXYGen Financial, Inc.

35 Old Canton Street
Alpharetta, GA 30009
FINANCIAL ADVISOR'S WEBSITE
(678) 551-7954
+1 More Number
(770) 777-0427

General

Steven Goldstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at oXYGen Financial, Inc. in Alpharetta, GA and the surrounding communities.

Financial Advisor Overview

My practice mainly focuses on helping people with retirement planning and post-retirement income management. The goal is for people to be able to live well and have peace of mind throughout their leisure years.

More

Financial Advisor Experience

2008 to present - Vice President, oXYGen Financial, Inc., Alpharettta, GA

2002 to 2008 - Financial Advisor, Ameriprise Financial Services, Inc., Alpharetta, GA

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Retirement Income Certified Professional(R), Chartered Retirement Planning Counselor(sm)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer

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.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources