Eva Kalivas, is recognized as an ERISA 3(21)(a) and 3(38) investment manager and has been a financial advisor since 1990. She is an Accredited Investment Fiduciary and currently holds her Series 7, Series 63, Series 24, and Series 51 Securities registrations with LPL Financial and Series 65 with LPL Financial and Global Retirement Partners. In addition, Ms. Kalivas is licensed with several State Insurance Departments. Insurance licensing includes Life, Health, Disability and Casualty.
Eva graduated Magna Cum Laude from Saint John’s University in 1991 with a Bachelor’s Degree in Business Management. Eva’s experience in the securities industry includes both the corporate and retail aspects of investment management. Her career began at Prudential, initially as a Registered Representative, and was later promoted to a Sales Manager.
In 1999 Eva co-founded EPIC Retirement Services Consulting, LLC with Jeff Greenberg. She utilized her experience and understanding of the securities industry in establishing and building the company. EPIC specializes in the area of qualified retirement Plans and provides complete independent and unbiased consultative services. EPIC is built around providing Excellence, Principle, Integrity and Care to both institutional and individual Clients alike, nationwide.
Eva is a member of Beta Gamma Sigma, the Golden Key Honor Society, the General Agents and Managers Association, the National Association of Women Business Owners and the Hellenic American Women’s Council. She has conducted numerous financial planning seminars and lectures throughout the country and was most recently a Keynote Speaker at the Annual Best Practices in Retirement Planning Seminar. In 2005 Eva was profiled by AIG as part of the National Top Producer Campaign. In 2006, Eva received her AIF Designation (Accredited Investment Fiduciary) from the Center for Fiduciary Studies. In 2008, Eva was included amongst the 20 Rising Stars in Retirement Plan Advisory by Institutional Investor News*. Eva also received the award for Outstanding Client Service, as a member of the Freedom Club** with LPL Financial, the country’s leading independent broker-dealer***.
Eva is the author of the book, the second edition of “I Get Knocked Down – A Woman’s Survival Guide to Business and Life”. The first edition of her book was published in 2008 and is currently selling nationwide. Eva has spoken at numerous events in relation to her book and her overall experience in the workplace. For more information, kindly visit Eva’s website at
www.evakalivas.com.
Eva is happily married to Bob and they are proud parents of their daughter, Nikolette.
*Institutional Investor News business publishing staff selected 20 individuals from nominees submitted by professionals throughout the retirement plan industry. Selected individuals meet the criteria of managing at least $100 million in plan assets and demonstrating through their relationship and plan-building skills that they are likely to be the trendsetters of the future.
**Ranking is based on overall production as of year-end 2011.
***As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
