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Lionel Alvin Goldstein

Lionel Alvin Goldstein, American personal financial and investment advisor. Certified Public Accountant, Texas; Certified Financial Planner; certified personal finance specialist; accredited estate planner; accredited investment management consultant.

Background

  • Goldstein, Lionel Alvin was born on October 19, 1932 in Brooklyn. Son of Alexander and Ruth (Spitzer) Goldstein.

  • Education

    • Student, Southern Methodist University, 1965. Master of Science, University Dallas, Irving, Texas, 1977. Certified finance planner, College Finance Planning, 1983.

    Career

    • Vice president finance, treasurer Arrow Industries, Inc, Carrollton, Texas, 1965-1976. President Goldstein & Company, Certified Public Accountant, Dallas, 1976-1987. Principal, co-founder Quest Capital Management, Inc., 1987-1989.

      Owner, manager Goldstein & Associates, 1989—2005. Retired

      Director Master of Business Administration program finance planning services University Dallas Graduate School Management, 1985-1988.

    Major achievements

    • Certified Public Accountant, Texas. Certified Financial Planner. Certified personal finance specialist.

      Accredited estate planner. Accredited investment management consultant.

    Politics

    Party affiliation: Republican

    Religion

    Denomination: Judaism

    Membership

    Served with United States Army, 1951-1953. Member American Institute of Certified Public Accountants, National Association Accountants (international board standards and practices for certified finance planners, board examiners 1988), Certified Fire Protection Specialist (president Dallas chapter 1987-1988, chairman Dallas chapter 1988-1989), Institute Investment Management Consultant, North Texas Estate Planning Council.

    Personality

    Interests

    Wood working.

    Connections

    • Married Judy Calk, May 19, 1973. Children: Alex Nolan, Sharon Anne.
    • father: Alexander Goldstein
    • mother: Ruth (Spitzer) Goldstein
    • spouse: Judy Calk
    • children: Alex Nolan Goldstein
    • Sharon Anne Goldstein
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    Born October 19, 1932
    Nationality
    • 1965
      Southern Methodist University
    • 1977
      University Dallas
    • 1983
      College Finance Planning
    • 1965 - 1976
      Vice president, Arrow Industries
      Carrollton, Texas, United States
    • 1965 - 1976
      treasurer, Arrow Industries
      Carrollton, Texas, United States
    • 1976 - 1987
      president, Goldstein & Company
      Dallas, Texas, United States
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