Oxygen Financial
What's The Scoop About oXYGen Financial? You are the CEO of your family finances.You may be getting more information from the internet, but are you really more educated about how to make better decisions with your family finances. Today, with the amount of information that is thrown at you on a daily basis from friends, media, and the internet, you should do what any smart CEO would do with their company: Hire a top notch CFO to help you manage the business of your family finances. oXYGen Financial launched the role of a Private CFO®to allow individuals and businesses to have someone who is as concerned about growing the balance sheet and the income statement of your company as the CEO themselves. 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. This LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 737-443-2582. FINRA: SIPC:
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Verified contacts
21
available on Kipplo
LinkedIn employees
23
1 to 10 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
3
tools in use
Monthly traffic
994
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- JT
Jeremiah Thompson
Vice President, Private CFO · Finance & Accounting
EmailPhone - SB
Steven B. Goldstein
Vice President, Private Cfo(R) · Other
EmailPhone - DP
Drew Pond
Wealth Plan Design Specialist · Finance & Accounting
EmailPhone - BH
Brandon Hayes
Managing Director, Private CFO · Finance & Accounting
EmailPhone - KL
Kile Lewis
Founder and Co-CEO · Other
EmailPhone - AW
Ashley Woodall
Director of First Impressions · Operations
EmailPhone - EP
Eric Pucciarelli
Managing Director · General Business & Management
EmailPhone - BW
Brian Watson
Vice President, Private CFO · Finance & Accounting
EmailPhone - AW
Austin Willis
Wealth Plan Design Specialist · Finance & Accounting
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Oxygen Financial
15 distinct titles indexed · top 10 shown.
- 4vice president, private cfo
- 2wealth plan design specialist
- 1client service coordinator
- 1client services associate
- 1director of client relations
- 1director of first impressions
- 1founder and co-ceo
- 1long term care specialist
- 1managing director
- 1managing director, private cfo
- +5more titles
Sign up to unlock all 21 contacts at Oxygen Financial
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