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MEMBER PROFILE

 

Namita Kathuria

Integrity Financial Group, LLC / LPL Financial

 

Member profile details

Membership level
Maryland Individual
First name
Namita
Last name
Kathuria
Title
Wealth Advisor
Company
Integrity Financial Group, LLC / LPL Financial
XPX Chapter Email Lists
  • DC Metro News & Events
  • Maryland News & Events
 

CONTACT INFORMATION

City
Marriottsville
State
Maryland
 

PROFILE INFORMATION

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.
Why I/we support XPX
I value XPX for its collaborative community of professionals dedicated to helping business owners navigate complex transitions with thoughtful, well-coordinated advice.
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Employee benefits
  • ESOPs
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Mezzanine
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Strategic planning
  • Venture capital
Client Industry(ies)
  • 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
Professional Certification(s)
Series 7 - Investments, Series 66 - Insurances, CEPA - Exit Planning Advisor, Financial Planning Specialist
Transition Planning Certification or Methodology
CEPA - Certified Exit Planning Advisor
In Business Since
2000
How to contact
namita@integrityfinancial.com and 443-622-4488
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.
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
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