oXYGen Financial

Offers financial planning, investments, and wealth management advisory services.

About oXYGen Financial

oXYGen Financial is a Business Services company. It offers financial planning, investments, and wealth management advisory services. It operates on a B2C model in Business Services and Financial Services sectors. oXYGen Financial offers products and services including Basic Financial Plan, Comprehensive Financial Plan, Distribution Financial Plan, and E-Books. Its focus areas include Finance, Wealth Management, Financial Planning and Personal Advisory. Its legal entity is oXYGen Financial Inc.

Company details

oXYGen Financial delivers personalized financial advisory services, including retirement planning, investments, and wealth management, through fee-based packages. They assist clients with budgeting, tax strategies, and life transitions, operating from offices in Atlanta, Georgia, and other U.S. locations. Services target individuals seeking to improve their personal finances, with support from dedicated professionals and resources like e-books.

Products & Services of oXYGen Financial

oXYGen Financial offers a comprehensive portfolio of products and services, including Basic Financial Plan, Comprehensive Financial Plan, Distribution Financial Plan, and E-Books.

Basic Financial Plan
Financial Planning

Entry-level plan for organizing finances and basic advice.

Comprehensive Financial Plan
Wealth Management

Advanced plan with scenarios and professional support services.

Distribution Financial Plan
Investment Advisory

Plan focusing on income, tax, and estate planning strategies.

E-Books
Educational Resources

Free guides on money management and investing basics.

People of oXYGen Financial

20 people are tracked at oXYGen Financial (12 in leadership, 1 in board & advisors, 7 in team).

NameRoleGroup
Steven B. Goldstein
VP, Private CFO®Leadership
Charles M. Steele
VP, Private CFO®Leadership
Hugh Hale
Managing Director, Private CFO®Leadership
Rebekah Smith
Director of Business OperationsLeadership
Brian Watson
VP, Private CFO®Leadership
Chelsea Tankus
Director, Client RelationsLeadership
Jeremiah Thompson
VP, Private CFO®Leadership
Van Pappas
VP, Private CFO®Leadership
Elizabeth Elrod
Director, FinanceLeadership
Nouachi Vang
Managing Director, Private CFO®Leadership
Eliot Goode
VP, Private CFO®Leadership
Chris MacKey
Vice President, Private CFOLeadership
Kile Lewis
Co-FounderBoard & advisors
Lily Earles
Operations CoordinatorTeam
Tara Crawford
Client Service CoordinatorTeam
Chelsey Schrader
Senior Client Service AssociateTeam
Michelle Berry
Client Service CoordinatorTeam
Mary Kennon Lewis
Client Service CoordinatorTeam
Venus Brown
Client Service AssociateTeam
Eric Davidson
Insurance SpecialistTeam
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Web traffic of oXYGen Financial

Websites that share an audience with oXYGen Financial (oxygenfinancial.com).

Similar websites

Websites whose visitors overlap most with oXYGen Financial. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
modwm.com
100%
24.8K#1,231,161View details
flowcap.com
94%
13.5K#1,870,605View details
simplicitygroup.com
67%
31.8K#1,387,865View details
lifepro.com
66%
3.5K#4,137,899View details
electronicpayments.com
61%
6.6K#2,995,525View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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Related news about Oxygen Financial

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Frequently Asked Questions about oXYGen Financial

oXYGen Financial delivers personalized financial advisory services, including retirement planning, investments, and wealth management, through fee-based packages. They assist clients with budgeting, tax strategies, and life transitions, operating from offices in Atlanta, Georgia, and other U.S. locations. Services target individuals seeking to improve their personal finances, with support from dedicated professionals and resources like e-books.

oXYGen Financial offers Basic Financial Plan, Comprehensive Financial Plan, Distribution Financial Plan, and E-Books.

oXYGen Financial operates through Oxygen Financial Inc.

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