Charles M Steele

Partner, Private CFO
Alpheretta

I’m a Marshall U grad (Go Herd!) with a degree spanning multiple disciplines: Economics, Finance, & Management. Helping small business owners, individuals, and families breathe easier has been my calling since 2005.

How would you describe your personality in one sentence?
I’m a fun loving SciFi geek with introvert tendencies.
What is your fantasy job?
With my current skill set, I’m doing my fantasy job. However, if I had Walter Payton’s athletic ability, running back in the NFL would be hard to pass up.
What are your wardrobe constants?
My wardrobe constants are Super hero Tees & Pocket Squares.
What is the catchphrase you use the most?
Catch phrase I use the most is probably “Wait. What?”
What unknown talent do you have?
I can run a 5-minute mile.

Background and qualification information is available at FINRA's BrokerCheck website.
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.