Matt Goldstein

Matt Goldstein is a seasoned financial professional currently serving as Chief Investment Officer at Exit Wealth™ since May 2025. Prior to this role, Goldstein was Managing Director, Private CFO at oXYGen Financial from March 2021 to May 2025, focusing on financial planning and wealth management. Goldstein's previous experience includes positions as Wealth Management Advisor and Vice President of Wealth Management/Regional Director at U.S. Bancorp Investments, Inc. from April 2012 to March 2021, as well as Branch Manager and Financial Advisor at Ameriprise Financial Services, Inc. from February 2011 to April 2012. Goldstein's extensive background in financial services began with a long tenure as Southeast Regional Director at Ameriprise Financial from June 1995 to March 2009. Goldstein holds a Bachelor of Science in Finance and Multinational Business from Florida State University and completed an Executive Leadership program at The Wharton School in 2007.