Red Daniel J. Goldstein

Business Coach

Red is a fourth-generation Fort Worth, Texas native who attended Fort Worth Public Schools and Trinity Valley School, graduating from Paschal High in 1972.
Red is married to the former Julie Krauss of Fort Worth. Together, their blended family consists of three sons, Andy Goldstein, 41, David Goldstein, 31,
and Jacob Fuld, 27.

Education:

Red attended Tarrant County College from 1972- 1973 and the University of Texas at Austin from 1973-1975 studying political science. During the
1970’s and 1980‘s, he studied gemology through the Gemological Institute of America. Beginning in 1987, Red attended (and continues to attend)
numerous seminars on finance. In 1995, he received a Graduate Marketing Certificate from Southern Methodist University. Red studied religion at Texas Christian University from 2000 through 2002. He earned his Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning in 2008. He earned his Registered Corporate Coach™ (RCC™) designation from the World Association of Business Coaches in 2015. He earned his Certified Advanced Corporate Coach℠ (CACC℠,) designation from Advantage Coaching & Training in 2015.

Professional:

During his junior year in college, Red left school and began what would be a 12-year career in the jewelry business as a partner, gemologist, jewelry designer,
and estate appraiser in his family business, Goldstein Brothers Jewelers, a fixture in downtown Fort Worth since the 1890’s.

In 1987, Merrill Lynch recruited Red to their financial advisor program where he excelled and became one of the firm’s top producers in short order. Early in his career, he found that financial planning was his calling and soon found himself as the creator and developer and team leader of the firm’s nationwide program that delivered financial planning services to executives in several Fortune 500® companies. In 1993, he was selected to serve in the corporate coaching program of Merrill Lynch, a position he held the remainder of his years at the firm.

In 2009, Red and his two business partners at Merrill Lynch, Stephen Kaye and Adam Deem, founded Teak Tree Capital Management, LLC, in Fort Worth, a registered investment adviser (RIA) specializing in financial planning and asset management. Red semi-retired from the firm in late 2013 and continued to serve on the firm’s investment committee through 2022.

In 2014, Red opened SpiritPoint Coaching & Consulting and in 2018 wrote and published the self-help book, “SpiritPoint: Balancing the Six Aspects of Life”, based on the concepts he created and implemented over a 30-plus year period. Red continues to lecture on the subject of self-improvement at universities, corporations, and through The Resolution Project.

Community:
Red has served the non-profit community his whole adult life as a worker, mentor, and leader with his synagogue, Beth-El Congregation, the Jewish Federation of Fort Worth and Tarrant County, the Gates of Chai (part of the Jewish Studies Program of Brite Divinity School and TCU). Red was a founding member and served three terms as board president of the Tarrant Literacy Coalition. He was elected to the board of trustees of Brite Divinity School and currently serves as chair of the seminary’s investment advisory committee. He has taught Confirmation Class (10th grade) at Beth-El Congregation, and serves as chair of the synagogue’s cemetery committee chair. Red serves The Resolution Project where mentors global young entrepreneurs and social activists Red has recently been elected to serve on the board of the Humane Society of North Texas where he’s able to fulfill his passion for pets and people saving each other™.

Contact information:
Daniel J. Red Goldstein RCC™, CACC℠, CRPC®