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Steven B. Goldstein, CFP®, CRPC®, RICP®

Steve Goldstein is Vice President, Private CFO® with oXYGen Financial, Inc., and is based in Alpharetta, Georgia. He is a 17+ year veteran of the financial services industry. Steve is a retirement-focused financial planner and investment advisor whose mission is to help people live the best life possible during their retirement by making sure their finances provide for their needs and their wants all the way through their lifetime.

Steve started his career in financial services with American Express Financial Advisors in 2002 after working in corporate financial management for many years. He moved to oXYGen Financial in 2008 shortly after the company was founded. Steve earned the CERTIFIED FINANCIAL PLANNER™ designation in 2006, the Chartered Retirement Planning CounselorSM designation in 2008, and the Retirement Income Certified Professional® designation in 2013. His background also includes an MBA degree in Finance and Accounting from the University of Rochester and a BA degree in Business Economics from The State University of New York at Oneonta.

Steve was born and raised in the Bronx, NY, lived for several years in the NY suburbs, and moved to the Atlanta area in 1994 with his wife, Beth, and two children who he proudly says are now responsible adults with good jobs living on their own. In his spare time, Steve enjoys watching sports, exercising regularly, playing classic rock and blues guitar, and tackling home improvement projects.

What Do You Want to Be When You Grow Up?

Steven B. Goldstein, CFP®, CRPC®, RICP® Vice President, Private CFO® What do you want to be when you grow up? You were probably asked that question many times when you were a kid.  I always dreaded that question because I wasn’t one of those kids who had a special talent or somehow knew they wanted to be a doctor, lawyer, or whatever.  Sure, I dreamed about being a baseball player when I was little but, as I grew up, I knew that wasn’t going to happen.  Later I dreamed about becoming a rock star (what teenage boy didn’t?) but it was obvious a musical career was never going to be in my future.  So, I was like many kids and went through school racking my brain to choose a career I would enjoy, be proud of, and most importantly, would enable me to support myself as an adult.  I ultimately chose business, economics, and finance, and here I am many ...

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