DIVORCE PLANNING ASSOCIATE

Kathleen Loncto joined FMB Wealth Management in 2018 as a Divorce Planning Associate. She is part of our Divorce Financial Planning team and helps clients who are in all phases of divorce. Kathleen earned her Bachelor's Degree in Liberal Arts and Sciences from San Diego State University. She started in the financial industry as a Mortgage Advisor in 2014 and currently holds an NMLS license. Prior to that, she was a creative marketing professional with 10 plus years experience in the marketing industry.  Kathleen brings together her years of professional experience and her personal experience of going through a divorce, to FMB's Divorce Financial Planning team.  She also serves as a mortgage expert to all clients of FMB. 

The FMB Advisors Blog

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...

The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? 8/20/19 A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For example, the US...

Wealth and Health

2/8/19 A Four Part Series for Multigenerational Investors on the Relationship Between Your Health and Your Wealth Chapter 1 – More of BOTH is Better! “Early to bed and early to rise keeps a man healthy, wealthy and wise”    Ben Franklin   “...

An Evidence-Based Approach to Sustainable Investing

7/19/18 Part I: Setting the Sustainable Stage                              If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try...