Allan Goldstein, CLU, ChFC, RHU, TEP
Allan Goldstein, TEP, CLU, ChFC, RHU, is the Founder & Chief Executive Officer of Goldstein Financial Group, LLC (GFG). GFG acts as an advocate on behalf of families and businesses that require highly specialized financial and advisory services. Our goal is to help them maximize value and minimize risk for their assets.
For nearly 40 years, Mr. Goldstein has been in the forefront of the life insurance industry. He has authored many articles, including submissions in such prominent publications as Trusts & Estates magazine, and is a frequent speaker at top conferences and law firms across the country. Mr. Goldstein is an AALU and NAIFA member. He received his degree in mathematics with special emphasis in actuarial science from the University of Illinois at Chicago. Mr. Goldstein served as an active board member to the Council for Jewish Elderly for nearly 15 years. He is a current member of the Chicago Estate Planning Council, Professional Advisor Committee for the Jewish United Fund, and The Lincoln Park Zoo Planned Giving Advisory Committee in Chicago.
Mr. Goldstein has developed a deep appreciation for yoga, and has practiced for more than 10 years. He also greatly enjoys golf, photography and travel. He and his wife, Marsha, reside in Northbrook, Illinois.