Kathie H. Okun, ChFC, CLU, LUTCF
President, Wealth Advisor
Kathie Herbst Okun has guided the financial lives of families, individuals, and business owners for almost three decades. Her practice focuses on one thing—her clients. Kathie’s passion is to educate her clients and gain control over their finances and to invest wisely.
Kathie attended the University of Maryland Baltimore County. She has completed studies through The American College of Financial Services, where she obtained Chartered Life Underwriter (2003) and Chartered Financial Consultant (2015) designations. Kathie feels strongly that lifetime learning is a key to success. In 2012, she graduated from The Wharton School’s Aresty Institute of Executive Education Retirement Income Planning Certificate Program.
Kathie is a member of Women President’s Organization (WPO) and serves on their national board. She enjoys mentoring other financial professionals, finding it to be rewarding to “give back.” She also volunteers for the Maryland Alzheimer’s Association and the Casey Cares Foundation, benefiting critically ill children. She also spends time on committees for the Associated Jewish Charities, all organizations are near and dear to Kathie’s heart.
Kathie is married to Harvey L. Okun, Esq., who also works with Okun Financial Group. They have a daughter and live in Maryland enjoying urban amenities, nearby beaches, and the beautiful countryside.
Blue Chip Advisor of the Year award is an award from Penn Mutual and its broker/dealer Horner, Townsend & Kent (HTK) which recognizes an HTK advisor who is a top sales performer and demonstrates high standards of integrity, ethics and performance in helping clients achieve financial security. Kathie Okun was nominated for this internal award which was independently granted.
Circle of Excellence Ruby Award 2014 – 2019. Presented by Women in Insurance & Financial Services (WIFS). This award demonstrates the achievement of significant income levels in both the financial and insurance services industry based upon production levels in the previous year. This is the sixth consecutive year that Kathie has received this award. Kathie has received this award annually since 2014. Kathie Okun applied for membership and a fee of $260 was paid to be a member. There were no fees to promote this award which was independently granted.
The BRAVA Women Business Achievement award is independently produced by the Smart CEO Magazine BRAVA and is based on women executives leading companies that generated at least $1 million in revenue and who encourage local philanthropy, mentor fellow CEOs and set their companies on the path to tremendous growth. Each year, an independent committee of local business leaders selects winners based on the quality of applications submitted. Kathie Okun applied for this award. No fee was paid for the nomination or receipt of this award. A fee of $125 was paid to promote the award. This award was independently granted and a membership in an organization was not required.
The Five Star Wealth Manager Award Winner 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. In 2018, a fee of $4,397 was paid for a promotional package from Baltimore Magazine for the February 2019 publication. 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.
The Maryland’s Top 100 Women is independently produced by The Daily Record. 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. Maryland’s Top 100 Women recognizes high-achieving Maryland women who are making an impact through their leadership, community service and mentoring. 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.