Kathie Herbst Okun
- Role
- Okun Financial Group
- Location
- Towson, MD, US
- LinkedIn followers
- 500 followers
About Kathie Herbst Okun
Leading the helm at Okun Financial Group, my focus is on crafting comprehensive wealth…
Experience
Present
Education
The American College of Financial Services
LUTCF, Estate, Business and Financiial Planning
The American College of Financial Services
CHFC Chartered Financial Consultant, Estate Planning, Business Planning, Financial Planning, Retirement Planning and Distribution
2003 — 2007
University of Maryland Baltimore County
English, Dance, Liberal Arts
1984 — 1987
University of Pennsylvania
Executive Education Retirement Income Certificate , Financial Services Executive Program
The American College of Financial Services
CLU Chartered Life Underwriter, Accounting and Finance
Skills
- Fixed Annuities
- Leadership
- Small Business
- Sales Management
- Iras
- Mutual Funds
- Estate Planning
- Disability Insurance
- Estate Conservation
- Long-Term Care
- Investments
- Insurance
- Strategic Planning
- Team Building
- Life Insurance
- Finance
- 401(K) Retirement Savings Plans
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Financial Reporting
- Employee Benefits
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