Eva Kalivas, an ERISA 3(21)(a) and 3(38) advisor, has been a financial advisor since 1990. She is an Accredited Investment Fiduciary, Certified Plan Advisor Fiduciary through The National Association of Plan Advisors (NAPA). Eva currently holds her Series 65 (license) or (registration) with Global Retirement Partners. In addition, Ms. Kalivas is licensed with several State Insurance Departments. Insurance licensing includes Life, Health, Disability and Casualty.
In 1999, Eva co-founded EPIC Retirement Services Consulting, LLC. EPIC specializes in the area of qualified retirement plans and provides complete independent and unbiased consultative advice. EPIC is built around providing Excellence, Principle, Integrity and Care to both institutional and individual clients alike, nationwide. Eva joined HUB International’s Northeast Division in September of 2019, as Senior Vice President of Retirement and Wealth Management.
Eva is a member of Women in Pensions, Beta Gamma Sigma, the Golden Key Honor Society, the National Association of Women Business Owners and the Hellenic American Women’s Council. Eva is also a member of Alma Bank’s Board of Directors. The National Association of Plan Advisors named Eva to its 2022 list of the nation’s top defined contribution (DC) Advisor Teams, qualifying in three categories – Total Retirement Plans Under Advisement, Total Retirement Plan Assets Under Advisement and Top Women Advisors.* In addition, The National Association of Plan Advisors named Eva to its 2021 List of Top Women Advisors in the “Captains” category*, acknowledging her contribution to the retirement industry and for bringing excellence to the profession.**
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.
*Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a nonprofit association. In 2022 a total of 345 nominations were received and 328 applicants were chosen. No fee is charged to participate. The award is not indicative of the advisors’ performance.
**Established in 2015, nominations from the list were provided by APA Broker-Dealer/RIA Firm Partners. Nominees had to be women, ad to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker- check review, selected the top women advisors. Within the group of top women advisors, those who were principals, owners or team captains of their organizations were designated as “Captains,” while those with less than 5 years of experience as a retirement plan advisor, “Rising Stars.” In 2021 nearly 500 nominations were received, 273 applications from which 50 Captains, 50 All-Stars and 33 Rising Stars were chosen. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The award is not indicative of the advisors’ performance.
