Westlake Village, California Office

5743 Corsa Avenue
Ste 224
Westlake Village, CA 91362

Phone: (424) 270-8750

Fax: (310) 316-0401

Kathy Costas

Kathy Costas, CDFA®

Vice President

Westlake Village, California

  • Kathy is a Financial Advisor with a specialty in Divorce Financial Planning.

  • She 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 graduated Magna Cum Laude and Phi Beta Kappa from Miami University with a bachelor’s degree in International Studies and a minor in Business. She holds the Certified Divorce Financial Analyst® designation.

  • She 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.In her free time, Kathy enjoys hiking, kayaking, paddle boarding, tennis, and spending time with her three children and dog, Tanner.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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