Kathy Costas

Kathy Costas

CDFA®
Vice President
Education &
Certifications

Certified Divorce Financial Analyst (CDFA®)

 

University of Miami
B.A. International Studies

 

 

Financial Tip

We all have a relationship with money. It starts in our childhood with the way our family handled money and then it gets more solidified with our life experiences. That relationship guides our choices and even the amount of wealth we are comfortable with. I help my clients understand what that relationship is for them and their spouse or partner. Once they understand those feelings, we can use that information to move forward and make the best decisions for them and their financial wellbeing.

About Kathy
Kathy Costas is a Vice President and a Certified Divorce Financial Analyst® (CDFA® ) at EP Wealth Advisors. She graduated Magna Cum Laude and Phi Beta Kappa from Miami University with a Bachelor’s Degree in International Studies and a minor in Business. Kathy has been working in the financial services industry since 1987. She started her career in commercial lending at NatWest Bank PLC in New York and later moved to Los Angeles as a Vice President in the Public Finance division. In 2008, Kathy joined FMB Wealth Management and later moved on to Merrill Lynch Global Wealth Management. She eventually returned to FMB in 2015 as a Partner and Investment Advisor specializing in working with men and women going through a divorce. Kathy was appointed by the Institute for Divorce Financial Analysts as the chair of the Southern California chapter of the Divorce Alliance, a group for divorce professionals. She is also the leader of the Conejo Divorce Resources Professionals group. Kathy is an active volunteer with the Cystic Fibrosis Foundation and is a member of the local chapter of the nonprofit fundraising group Dining For Women.

Kathy’s approach has always been to work as a trusted partner with her clients. Her greatest reward is the knowledge that she has helped them achieve what is important to them. In her free time, Kathy enjoys hiking, kayaking, paddle boarding, tennis and spending time with her 3 children and dog Tanner.

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