Kathleen M. Hastings| CFP®, CLU®, ChFC®, CASL®
FBB Capital Partners
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Bethesda, MD 20814
Vienna, VA 22182
Easton, MD 21601
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Kathleen M. Hastings is a Fee-Only Financial Planner serving the greater Baltimore-Washington area, to include northern Virginia, Maryland, DC and nationwide. FBB Capital Partners specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Kathleen Hastings is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Kathleen brings nearly 30 years of investment and financial services experience to her work with clients at FBB, and has been a Certified Financial Planner™ practitioner since 1992. She is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Kathleen enjoys working with senior clients and their unique needs, and takes pleasure in client education as part of her planning process.
Kathleen holds a Bachelor of Arts degree from San Diego State University; in addition she holds multiple industry-recognized designations with a focus on eldercare planning.
Kathleen lives in McLean, Virginia with her husband, John. They have two married daughters, three grandsons and one grand-daughter. In her spare time she enjoys gardening and genealogy.
We are an independent wealth management firm serving as trusted partner to affluent individuals, families, foundations and endowments.
Our highly personalized, consultative approach lets us better understand our clients’ financial goals, while our team of investment professionals and planning experts provides our clients with the sophisticated, objective advice they deserve.
Over more than two decades we have built the firm into an organization capable of serving our clients’ needs for generations to come. As a fiduciary, we are held to the highest industry standards of trust and confidence, and act with undivided loyalty to our clients. As an employee-owned firm, we offer independent thinking, free from the constraints of corporate interests. And as a fee-only advisor, we avoid the conflicts of interest inherent in brokerage and certain other financial advisory arrangements.
Each FBB client is served by a dedicated Portfolio Manager who becomes a core member of the client's financial team. What sets us apart is our flexibility in structuring portfolios and the level of attention we offer our clients. We do not force our clients into one-size-fits-all portfolios, but instead tailor each portfolio to the client's unique goals, risk preferences, time frame and tax situation. We also work extensively with our clients’ other advisors, such as tax professionals and estate-planning attorneys.
Through dedicated teamwork – as true financial partners – we aim to exceed the expectations of our valued clients.