CFP®, CLU®, ChFC®, CASL®
FBB Capital Partners
Fee-Only Financial Planner serving the greater Baltimore-Washington metropolitan area, to include northern Virginia, Maryland, District of Columbia, and nationwide.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kathleen Hastings is a NAPFA-Registered Financial Advisor
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.
Kathleen Hastings is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Kathleen Hastings is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Kathleen Hastings
4520 East West Highway
Bethesda, MD 20814
1934 Old Gallows Road
Vienna, VA 22182
127 North Washington St.
Easton, MD 21601