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MassMutual financial professional.

Katherine Phamemail

Lenox Advisors - Los Angeles

444 S. Flower Street Suite 4200
Los Angeles, CA 90071

  • Professional Story

    Katherine K. Pham is an Associate who joined Lenox Advisors in the Los Angeles office in 2023. Katherine is committed to building long-term relationships with her clients and helping them reach their goals is her number one priority. She is responsible for working with both corporate and high-net-worth individual clients of the firm. 

    For her individual clients, Katherine and the Lenox team specializes in comprehensive estate, insurance, wealth management planning strategies, and tax mitigation strategies. She creates an analysis of the client's current financial situation, helps identify their financial goals and concerns, illustrates how to reach those goals, and identifies solutions to bridge gaps. For her corporate clients, she helps structure employee benefits strategies and executive carve-out programs. Using her knowledge, experience, and world-class tools, Katherine helps build financial freedom for her clients.

    Prior to joining Lenox, Katherine worked within the Tech and eCommerce industry. She has experience in corporate companies such as Wayfair to fast-paced start-ups such as Thras.io. She recently came from a large CPG firm, Pharma packs, as a brand manager who consulted external clients on the overall strategy of growing a product focused business.

    She attended Boston University where she earned a bachelor’s degree in International Business and Economics. While at BU, Katherine was a part of Alpha Delta Pi Sorority. In her free time, she is adventurous in her travels, is working toward a yoga instructor certification, and always pursuing creative projects. Her greatest endeavor is to create and share experiences with those she loves.

    Katherine is Life and Health Certified and currently obtaining her securities licenses.

    Education

    Boston University 2016 - 2019

  • Languages:
    • English
    • Vietnamese

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Charitable Giving
    • College Funding Strategies
    • Retirement Strategies
    • Retirement Income Planning
    • Risk Management Strategies
    • Group Benefits
    • Business Succession Planning
    • Estate Planning
    • Financial Education
    • Financial Planning ®


  • Online Services

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