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 Blog

CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?

8/7/2020 CLIENT QUESTION OF THE WEEK: Why shouldn’t I make tactical changes based on recent news that I believe will impact my portfolio?   The major online brokerage platforms have seen an increase in new accounts and trading activity as a result...

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...