100 West Road
Be Heard. Be Confident. Be Independent.
Create financial freedom through active planning built with your circumstances in mind.. We specializein four key areas to help ensure financial security for you and your loved ones.
FINANCIAL INDEPENDENCE PLANNING
"It can be your plan or someone else's plan. Which do you want it to be?"
At OFG, we take pride in serving our clients by taking the time to know them and by taking the worry away from them. We want our clients to live a fulfilled life and one that comes from feeling financially independent.Our process is designed to help them achieve a sense of security by following a plan while knowing we are behind them each step of the way.
Kathie Okun, ChFC, CLU, LUTCF, guides the financial lives of families, individuals and business owners, as she has done for nearly three decades. Her practice focuses on one thing—her clients. Kathie’s passion is to educate her clients, so they may gain control over their finances and invest wisely.
Having a personalized plan empowers you to pursue your short and long-term goals. That's why our approach emphasizes:
To live a fulfilling and financially independent life, you need to work with someone who listens, collaborates, and has your best interests at heart. For over 25 years, Okun Financial Group has helped people navigate their financial journeys through active planning, orchestration, and empathetic listening. From shifts in the financial market to changes in your family and personal life, we provide comprehensive plans that put your specific wants and needs into action.
Maryland's Top 100 (The Daile Record, 2021)
Kathie was listed in Maryland’s Top 100 Women on March 24, 2021 by The Daily Record. Maryland’s Top 100 is independently produced by The Daily Record and Women recognized high achieving MD women who are making an impact through their leadership, community service and mentoring. To be awarded, you must complete an application with their educational and career history, professional and community involvement, corporate and nonprofit board memberships and mentoring experience. Winners are selected by past Top 100 Women and business leaders. Kathie Okun was nominated for this award. No fee was paid for the nomination, selection or receipt. A fee of $220 was paid to promote the award. This award was independently granted and a membership in an organization was not required.
"Top 20 in 2020"(Enterprising Women Magazine, 2020)
Kathie was named to the Top 20 in 2020 by Enterprising Women Magazine on January 27, 2020. The Top 20 is independently produced by Enterprising Women magazine and recognizes winners for business growth, legacy, and give-back during the magazine’s 20th anniversary. Twenty previous winners of the award are recognized for substantial business growth since the year they won the Enterprising Women of the Year Award, as well as the remarkable legacy they have built for themselves and their companies, and their engagement and support of the Enterprising Women community. The award is independently granted and can only be won once. Membership in an organization was not required and no fee was paid for the nomination, selection, receipt, or promotion of this award.
Circle of Excellence Emerald Award(Women in Insurance & Financial Services, 2022)
Kathie was awarded the Circle of Excellence Emerald Award by Women in Insurance and Financial Services (WIFS) in October 2022. She has previously received the Ruby award for 2014-2021. WIFS Circle of Excellence is a voluntary recognition program for members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year. Kathie applied for the award. Neither the advisor nor their parent firm pay a fee to WIFS for the nomination or receipt of the award. A fee of $260 was paid for the recognition and a commemorative glass award. The award was independently granted and membership in an organization was not required. Working with a WIFS Circle of Excellence award recipient is no guarantee of investment success.
(Baltimore Magazine, 2022)
Kathie was named a Five Star Wealth Manager by FSP on 1/1/2023 for the time period of 4/18/22-10/21/22. The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. A fee of $2800 was paid for a print profile in Baltimore Magazine. The award was independently granted and membership in an organization was not required Working with a Five Star Wealth Manager is no guarantee of investment success. For more information please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf
Local Member, Board Member, Local Member, Board Member, Women Presidents Organization
Committee Member, Volunteer Maryland Alzheimer's Associates
Volunteer Casey Cares Foundation
MemberWomen's Business Enterprise
Let's Discuss Your Financial Future
Speak with an advisor who truly listens to you. Schedule a meeting with Kathie to talk about your goals.