Lutcf Kathie Herbst Okun Email & Phone Number
President I Wealth Advisor and Financial Planner @ Okun Financial Group
Lutcf Kathie Herbst Okun's Location
Towson, MD, US
Lutcf Kathie Herbst Okun's Work
- President I Wealth Advisor and Financial Planner @ Okun Financial Group
- Insurance Consultant @ Blue Harbor Benefits LLC
- Investment Advisor Representative of HTK @ Penn Mutual
- Registered Representative, @ Mutual of Omaha
Lutcf Kathie Herbst Okun's Education
- University of Pennsylvania
Executive Education Retirement Income Certificate (Financial Services Executive Program)
2012 - 2012 - The American College of Financial Services
CHFC Chartered Financial Consultant (Estate Planning, Business Planning, Financial Planning, Retirement Planning and Distribution)
2003 - 2007 - The American College of Financial Services
CLU Chartered Life Underwriter (Accounting and Finance)
2000 - 2003
- The American College of Financial Services
LUTCF (Estate, Business and Financiial Planning)
1988 - 1989 - University of Maryland Baltimore County
(English, Dance, Liberal Arts)
1984 - 1987
Lutcf Kathie Herbst Okun's Skills
- Employee Benefits
- Investments
- Disability Insurance
- Insurance
- Fixed Annuities
- Retirement
- Life Insurance
- Financial Reporting
- Retirement Planning
- Long-term Care
Lutcf Kathie Herbst Okun's Summary
Lutcf Kathie Herbst Okun, based in Towson, MD, US, is currently a President I Wealth Advisor and Financial Planner at Okun Financial Group, bringing experience from previous roles at Blue Harbor Benefits LLC, Penn Mutual Northeast Region and Mutual of Omaha. Lutcf Kathie Herbst Okun holds a 2012 - 2012 Executive Education Retirement Income Certificate in Financial Services Executive Program @ University of Pennsylvania. With a robust skill set that includes Employee Benefits, Investments, Disability Insurance, Insurance, Fixed Annuities and more, Lutcf Kathie Herbst Okun contributes valuable insights to the industry. Lutcf Kathie Herbst Okun has 2 emails on RocketReach.
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