Kathleen Hastings

Kathleen Hastings serves as Vice President and Portfolio Manager at FBB Capital Partners in Bethesda, Maryland, where she oversees investment strategy and manages client portfolios. Her responsibilities include constructing diversified portfolios and advising clients on risk management, retirement planning, and financial independence, with a particular focus on tailoring investment solutions to the needs of high-net-worth individuals and families.

She has deep expertise in equity and fixed income markets, guiding clients through asset allocation and market cycles. Kathleen's work emphasizes risk management, retirement planning, and sustainable financial strategies, reflecting her background as a Certified Financial Planner (CFP®) and her extensive industry experience. She is known for her practical approach to financial planning, advising on effective budgeting, retirement readiness, and wealth transfer for both individuals and couples.

Prior to joining FBB Capital Partners in 2004, Kathleen was a Financial Consultant at Charles Schwab, where she specialized in retail investing and client advisory services.[Career Background] She holds a Bachelor of Arts from San Diego State University and a degree in General Studies from University of California – San Diego, supporting her broad expertise across investment sectors including stocks, bonds, and retirement accounts. Kathleen is recognized for her thought leadership in financial planning for women, multigenerational wealth, and navigating life transitions.