Terry Navarro, CPA

Vice President

Email Terry | (p) 847 272 2500

Terry Navarro is vice president of Goldstein Financial Group, LLC (GFG). Mr. Navarro works with entrepreneurs and business executives, helping them to achieve their personal financial goals by introducing strategies to maximize personal insurance as an investment asset. Additionally, he actively gathers market intelligence on key industry trends and developments to assist in the creation of intellectual capital distributed to advisors working within the trust and estate community.

Mr. Navarro has nearly twenty years of experience in financial advisory service. Prior to joining GFG, he was the founding partner Navarro & Associates, LLC, a successful accounting and business consulting practice working closely with and managing consulting engagements related to initial public offerings, merger and acquisition services, business and stock valuations and corporate finance and ownership restructuring. Prior to starting his practice, he worked for a national accounting firm for approximately nine years. Mr. Navarro received his Bachelors Degree in Accounting from Northern Illinois University in 1989, and is a current member of the American Institute of Certified Public Accountants (AICPA), the Illinois CPA Society and the Chicago Estate Planning Council. With his family, Mr. Navarro enjoys traveling, dining and attending the most recent Pixar Movie. For over two years, Mr. Navarro has been volunteering his time on a weekly basis to assist and feed residents of Lieberman Geriatric Health Centre in Skokie, Illinois afflicted with Alzheimer’s.