Kathy Costas, CDFA®

Vice President, Advisor, Partner

Westlake Village, California

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Kathy specializes in divorce financial planning, helping clients navigate major life transitions with clarity. She supports men and women through asset decisions, cash-flow planning, and long-term security. Her work emphasizes education, organization, and confidence.
Kathy has worked in financial services since 1987, with experience spanning lending, public finance, and advisory roles. She earned a degree in International Studies from Miami University, graduating magna cum laude and Phi Beta Kappa. She holds the Certified Divorce Financial Analyst® designation. She is active in divorce-professional networks and has held chapter leadership roles.
Kathy’s approach is empathetic, structured, and practical. She helps clients understand options, evaluate trade-offs, and move forward with a clear plan. She believes informed decisions reduce stress during difficult transitions.
Kathy enjoys hiking, kayaking, paddleboarding, and tennis. She volunteers with the Cystic Fibrosis Foundation and supports local fundraising initiatives. She loves time with her three children and her dog, Tanner.