Kathie H. Okun, ChFC, CLU, LUTCF

Kathie Herbst Okun, ChFC, CLU, LUTCF is President of Okun Financial Group, Inc. (OFG). She holds the CHFC, CLU and LUTCF designations, as well as a Series 7, 65, 6, 63, and Life & Health Licenses. Kathie and her team in Towson, MD are dedicated to the highest level of service to afford clients peace of mind in investing and overall financial planning. Kathie strives to coordinate the client's investment and business plan with the estate, tax and distribution of income plan.

Kathie is known for her work in retirement, business and investment planning. She is well versed in the 401K, 403B and retirement planning market. Kathie collaborates with presidents & owners, their executives & employees to satisfy the need for proper savings & to gain knowledge surrounding successful finance. 

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) and Chartered Life Underwriter (CLU) designations, and the Life Underwriter’s Training Counsel Fellowship (LUTCF). Kathie strongly feels 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.

Awards & Accolades can be viewed on www.OkunFinancialGroup.com

• Five Star Wealth Manager Award
• Maryland's Top 100 Women's Award

Kathie H. Okun is a registered representative of Osaic Wealth, Inc. Okun Finanical Group is not related to or
owned by Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc.,
member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products
or services referenced here are independent of Osaic Wealth. CA License # 4135156