Directory Category: Financial Planning

Okun Finanical Group
Business Name
Business Genre
Short Business Description
We work with affluent women and families to plan for a secure financial future. We assist women owners, widows, newly divorced and those approaching retirement. We transition many from stress in finances to secure living in their financial world. We work in four key areas: Investments, Estate, financial independence and business planning.
Long Business Description

Okun Financial Group Principal Kathie Okun is a hard working Mom, wife, and community member. She leads a team of experts who are fiduciary advisors and are committed to always work in the best interest of their clients. To learn more about the OKUN approach and services offered click here.

Business Website Address
Business Phone Number
410-494-6130
Business Fax
410-494-6125
Business Address
100 West Rd
Suite 408
Towson, MD
21204
Elaine Shanley of Finance Forward
Business Genre
Short Business Description
Elaine Shanley of Finance Forward is proficient in all areas of wealth management and is a Certified Financial Planner®. To learn more...
Long Business Description

Elaine Shanley of Finance Forward joined the firm (formerly Young & Company) in 1998 and became Partner in 2003. She is proficient in all areas of wealth management and is licensed for life, health, disability, and long term care insurance. She is a Certified Financial Planner® practitioner, holds the Accredited Investment Fiduciary® (AIF®) designation for retirement plans as well as the Certified Divorce Financial Analyst® (CDFA®) designation, and is recognized as a Woman’s Choice Award recipient for 2014-2021. To learn more visit their website by clicking here.

Business Website Address
Business Phone Number
410-494-7766