Kathy Costas, CDFA®

Vice President, Advisor

Westlake Village, California

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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.
Kathy is a member of the National Association of Divorce Professionals and 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. In her free time, Kathy enjoys hiking, kayaking, paddle boarding, tennis, and spending time with her three children and dog, Tanner.