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

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...

The Impact of Inflation

6/21/18 When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of...

It’s Time to Get Serious About Your Happiness

5/24/18 There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you make in your life and work...

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...