CDFA® - Investment Advisor Representative

Kathy Costas has been working in the financial services industry since 1987.  She graduated Magna Cum Laude and Phi Beta Kappa from Miami University with a Bachelor’s Degree in International Studies and a minor in Business.  Kathy 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 as a Client Relationship Manager.  Kathy later moved on to Merrill Lynch Global Wealth Management but has returned to FMB Wealth Management in 2015 as an advisor specializing in working with men and women going through a divorce.  She is a CDFA® or Certified Divorce Financial Analyst® as well. Kathy’s approach has always been to work as a trusted partner with her clients. Her greatest reward is the knowledge that she has helped them achieve what is important to them.  Kathy is a member of the Conejo Valley Divorce Transition Professionals Group and serves on the board of the nonprofit Whatcanwe.org as well as the Westlake Village Holistic Chamber of Commerce. Kathy 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 active with the Cystic Fibrosis Foundation and is a member of the local chapter of the nonprofit fundraising group Dining For Women. 

The FMB Advisors Blog

5 Hallmarks of Great Financial Advice

2/12/18 You may think the best financial advice is that which makes you the most money. Think again. You may get lucky on bad advice but at some point, the luck will run out, putting your financial future into jeopardy. Separate the good from the...

Protecting Investment Accounts from Cyberattacks

1/19/18 Hackers have dismantled hospitals, held a North Carolina county’s computer system hostage, and stolen the personal information of basically half of all Americans. And that was just in 2017. Who’s to say they won’t go after investment...

Cryptocurrency: What’s It All About?

12/21/17 Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are getting in on it. Psychologists have...

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...