Kathleen Hastings

CFP®, CLU®, ChFC®, CASL®

FBB Capital Partners

Financial Advisor

Kathleen Hastings

CFP®, CLU®, ChFC®, CASL®

FBB Capital Partners

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kathleen Hastings, CFP®, CLU®, ChFC®, CASL®

Fee-Only Financial Planner serving the greater Baltimore-Washington metropolitan area, to include northern Virginia, Maryland, District of Columbia, and nationwide.

Kathleen Hastings is a Bethesda, MD fee-only financial planner. FBB Capital Partners provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kathleen Hastings is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Kathleen Hastings is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Kathleen Hastings

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Office Locations:

  • 4520 East West Highway
    Suite 450
    Bethesda, MD 20814
  • 1934 Old Gallows Road
    Suite 350
    Vienna, VA 22182
  • 127 North Washington St.
    Easton, MD 21601

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