Kathie Okun

Services Offered

• financial planning
• investment management
• retirement planning
• wealth accumulation strategies

About

Kathie Okun is a financial consultant based in Towson, Maryland, providing financial planning and investment guidance to local clients. She offers services that typically include retirement planning, investment management, and wealth accumulation strategies. Kathie focuses on helping individuals and families achieve their financial goals through personalized advice and tailored strategies. Her practice is dedicated to serving clients who seek to build long-term financial security and navigate important life transitions.

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