Charles Steele Location
Atlanta, GA, US
Charles Steele Work
- 2017 - now Vice President Private CFO® @ oXYGen Financial
- 2015 - 2017 Managing Partner @ Foulkes Steele Wealth Managment
- 2011 - 2015 Owner and Founder @ Singular Financial, LLC
- 2009 - 2011 Financial Advisor @ Apogee Financial Partners
- 2006 - 2009 Financial Advisor @ Financial Services Company
Charles Steele Education
- University of Georgia - Terry College of Business
Certificant (CFP® Certification Education Program)
2008 - 2009 - Marshall University
B.B.A (International Economics, Finance, Business Management)
2000 - 2005
Charles Steele Skills
- Financial Consulting
- Retirement Planning
- Portfolio Management
- Wealth Management
- Estate Planning Strategies
- Risk Management
- Disability Insurance
- Long-term Care
- Life Insurance
- Securities
Charles Steele Summary
Charles Steele, based in Atlanta, GA, US, is currently a Vice President Private CFO® at oXYGen Financial Inc. Charles Steele brings experience from previous roles at Foulkes Steele Wealth Managment, Singular Financial, LLC, National Financial Services Group and Ameriprise Financial Services, Inc.. Charles Steele holds a 2008 - 2009 Certificant in CFP® Certification Education Program @ University of Georgia - Terry College of Business. With a robust skill set that includes Financial Consulting, Retirement Planning, Portfolio Management, Wealth Management, Estate Planning Strategies and more. Charles Steele has 3 emails and 1 mobile phone numbers on RocketReach.
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Top oXYGen Financial Employees
-
Brian Watson
Vice President, Private CFO® at oXYGen Financial
Atlanta, GA, US35+ -
Eliot Goode
Vice President, Private CFO at oXYGen Financial
Savannah, GA, US22 -
32
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Drew Pond
Wealth Plan Design Specialist at oXYGen Financial
Atlanta, GA, US32 -
Mary Lewis
Client Service Coordinator at oXYGen Financial
Atlanta, GA, US2 -
Allison Baines
Wealth Plan Design Specialist at oXYGen Financial
Atlanta, Georgia, United States1
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