CDFA® - PARTNER

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 Divorce Resources Group and serves on the board of the nonprofit Whatcanwe.org as well as the Westlake Village Holistic Chamber of Commerce. She is a presenter for the Second Saturday Divorce Workshop serving Ventura and the Conejo Valley. 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

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...

The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? 8/20/19 A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time. For example, the US...

Wealth and Health

2/8/19 A Four Part Series for Multigenerational Investors on the Relationship Between Your Health and Your Wealth Chapter 1 – More of BOTH is Better! “Early to bed and early to rise keeps a man healthy, wealthy and wise”    Ben Franklin   “...

An Evidence-Based Approach to Sustainable Investing

7/19/18 Part I: Setting the Sustainable Stage                              If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try...