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Lionel Alvin Goldstein Edit Profile

personal financial and investment advisor

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 U., 1965;Master of Science, U. Dallas, Irving, Texas, 1977;certified finance planner, College Finance Planning, 1983;Doctor of Philosophy, Golden State University, 1986.

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., Dallas, 1987-1989;owner, manager, Goldstein & Associations, Dallas, since 1989. Director Master of Business Administration program finance planning services U. Dallas Graduate School Management, 1985-1988.

Achievements

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

    Accredited estate planner. Accredited investment management consultant.

Membership

Served with United States Army, 1951-1953. Member AICPA, Texas Society Certified Public Accountants (committee chairman Dallas chapter 1978-1980), National Association Accts. (international board standards and practices for certified finance planners, board examiners 1988), Institute Certified Fire Protection specialist (president Dallas chapter 1987-1988, chairman Dallas chapter 1988-1989), Institute Investment Management Cons., North Texas Estate Planning Council.

Interests

  • Other Interests

    Avocation: wood working.

Connections

Married Judy Calk, May 19, 1973. Children: Alex Nolan, Sharon Anne.

father:
Alexander Goldstein

mother:
Ruth (Spitzer) Goldstein

spouse:
Judy Calk

child:
Alex Nolan Goldstein

child:
Sharon Anne Goldstein