Namita Kathuria
Integrity Financial Group, LLC / LPL Financial
Marriottsville, Maryland
Contact
How to contact
namita@integrityfinancial.com and 443-622-4488
Professional Profile
Call Me When
Call me when a business owner is within 3–5 years of exiting and wants to ensure their personal finances, taxes, and retirement plan are fully aligned before the transition.
Professions
Insurance
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Employee benefits
ESOPs
Family business
Fiduciary
Finance
Investments
Mezzanine
Private equity
Private placements
Retirement
Risk management
Strategic planning
Venture capital
Exit/Transition Planning
Business Focus
I partner with CPAs, M&A attorneys, investment bankers, and business brokers to help women business owners prepare for and navigate a successful exit and her financial life post-transaction.
Professional Certification
Series 7 - Investments, Series 66 - Insurances, CEPA - Exit Planning Advisor, Financial Planning Specialist
Transition Planning Certification or Methodology
CEPA - Certified Exit Planning Advisor
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
We bring clarity to complex financial lives by organizing investments, retirement planning, and tax strategy into one cohesive plan—helping business owners make better decisions before and after major transitions.
Advisor Resource Relationships
EPI
Chapter information
Membership
Maryland Individual
Member since
Member for 1 year
Why I'm a Member of XPX
I value XPX for its collaborative community of professionals dedicated to helping business owners navigate complex transitions with thoughtful, well-coordinated advice.
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