Kathie H. Okun, ChFC, CLU

Kathie Herbst Okun, ChFC, CLU, LUTCF is President of Okun Financial Group, Inc. (OFG). She holds the Chartered Financial Consultant®, Chartered Life Underwriter® and Life Underwriter Training Council Fellow professional designations, as well as her FINRA Series 7, 65, 6, 63 securities licenses through LPL Financial along with Life & Health Insurance Licenses. Kathie and her team in Towson, MD are dedicated to the highest level of service to afford clients confidence in investing and overall financial planning. Kathie strives to coordinate her clients' investment and business plans with estate planning strategies, tax efficiency and retirement income planning.

Kathie is known for her work in retirement, business and investment planning. She is well versed in providing guidance on 401(k) and 403(b) plans, as well as the retirement planning market. Kathie collaborates with presidents & owners, their executives & employees to satisfy the need for proper retirement saving strategies knowledge surrounding customized financial strategies.  

Kathie’s life changed forever due to the death of her father when she was 14 months old. She and her brother were faced with many challenges to navigate. She believes this experience reinforces her ability to teach a client to plan and prepare for joys and setbacks, and for whatever life brings.

Kathie moved to MD to attend the University of Maryland, Baltimore County after growing up in rural Pennsylvania. She went on to study through The American College of Financial Services, earning the Chartered Financial Consultant® (ChFC), Chartered Life Underwriter® (CLU) and Life Underwriter Training Council Fellow professional designations. Kathie strongly feels that lifetime learning is key to any success in life. In 2012, she graduated from The University of Pennsylvania Wharton School’s Aresty Institute of Executive Education Retirement Income Planning Program. In 2024 Kathie also attended Hardvard Business School for Executive Education, Leading Business and Personal Transitions, which was sponsored by her WPO. (Women President’s Org)

Kathie volunteers on the Alzheimer’s Association of Maryland Memory Ball committee, the Associated Jewish Charities, Blink of an Eye supporting Spinal Cord Injured, the H.O.P.E. Foundation, supporting orphans, and less advantaged children living in the city of Baltimore. These organizations are all near and dear to Kathie’s heart!

Kathie lives in Pikesville, Maryland where she and her family enjoy urban amenities, nearby beaches and trails, and lots of culture and art. She and Harvey are HUGE Baseball fans.