Terry Navarro
Co-Founder & CEO at JNJ & Associates, Ltd | Greater Chicago Area
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Terry Navarro, as the Co-Founder and CEO of JNJ & Associates, Ltd., plays a pivotal role in shaping the firm’s vision and strategic direction within the wealth management landscape. With a commitment to delivering multidisciplinary wealth management services, Terry leads a dedicated team that focuses on providing high-net-worth individuals and families with tailored financial solutions. Under his leadership, JNJ has developed a reputation for its integrated approach, combining risk financing, business planning, and portfolio management to ensure clients receive comprehensive support in their financial journeys.
Terry’s expertise in analytical skills and due diligence allows him to navigate complex financial landscapes, enabling clients to make informed decisions that align with their long-term goals. He is particularly adept at budgeting and accounting, ensuring that every financial strategy is not only sound but also sustainable. His deep understanding of employee benefits further enhances JNJ’s offerings, allowing families to optimize their financial health while planning for future generations.
Key projects led by Terry include the development of personalized wealth management strategies that address the unique challenges faced by affluent families, such as estate planning and tax optimization. By fostering a culture of transparency and trust, Terry ensures that clients have the peace of mind necessary to focus on what truly matters to them. His dedication to client education and empowerment sets JNJ & Associates apart in the industry, making it a go-to resource for those seeking clarity in their financial decisions. Through his leadership, Terry Navarro continues to redefine the standards of wealth management, ensuring that JNJ remains at the forefront of the industry.
Co-Founder & CEO at JNJ & Associates, Ltd in July 2015 to Present
Chief Operating Officer & Member at Navarro Strategies LLC in October 2024 to Present
Chief Operating Officer & Member at Healthy Coin PLLC in November 2024 to Present
Vice President at The Insurance Design Center LLC in November 2009 to June 2015
Managing Member at Navarro & Associates, LLC in June 1999 to November 2009
Manager at L J SOLDINGER ASSOCOATES, LLC in August 1997 to June 1999
Manager at Altschuler Melvoin & Glasser in September 1989 to August 1997
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Financial Planning
Risk Financing
Business Planning
Operational Risk Management
Financial Risk
Succession Planning
Strategy
Financial Services
Executive Management
Corporate Finance
Business Strategy
Project Management
Budgeting
Management
Forecasting
Budget Management
Analytical Skills
Microsoft Excel
Financial Modeling
Leadership
Financial Reporting
Accounting
Strategic Planning
Financial Analysis
Mergers & Acquisitions (M&A)
Due Diligence
Portfolio Management
Mergers
Employee Benefits
Finance
Wealth Management
Mergers & Acquisitions
Auditing
Valuation
Wealth
Insurance
Tax
Life Insurance
Estate Planning
Financial Advisory
Loans
Underwriting
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Discover more about JNJ & Associates, LtdWhat is Terry Navarro email address?
Email Terry Navarro at [email protected] and [email protected]. This email is the most updated Terry Navarro email found in 2026.
What is Terry Navarro phone number?
Terry Navarro phone number is +18154344112.
How to contact Terry Navarro?
To contact Terry Navarro send an email to [email protected] or [email protected]. If you want to call Terry Navarro try calling on +18154344112. (updated on October 31, 2024)
What company does Terry Navarro work for?
Terry Navarro works for JNJ & Associates, Ltd
What is Terry Navarro's role at JNJ & Associates, Ltd?
Terry Navarro is Co-Founder & CEO
What industry does Terry Navarro work in?
Terry Navarro works in the Financial Services industry.
Terry Navarro Email Addresses
Terry Navarro Phone Numbers
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