EPIC RETIREMENT SERVICES CONSULTING
303 Fifth Avenue Suite #703
New York, NY 10016
Tel: (212) 532-5332
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Eva Kalivas is an LPL Registered Representative, Registered Principal and INVESTMENT ADVISOR REPRESENTATIVE and member of The Retirement Partners Group, a network associated with LPL Financial. She is recognized as an ERISA 3(38) investment manager and has been registered with the SEC/Finra since 1990. She currently holds her Series 7, Series 63, Series 24, Series 65 and Series 51 Securities registrations. In addition, Ms. Kalivas is licensed with several State Insurance Departments. Insurance licensing includes Life, Health, Disability, Property 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. After being with Prudential for six years, she continued to gain knowledge and exposure within the financial services arena. As the National Training Manager for an investment banking firm, Eva designed a training program for Account Executives. She went on to become the Director of Sales Development in the Retirement Services Division for a major commercial brokerage company.

In 1999, Eva co-founded EPIC Retirement Services Consulting, LLC. 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 advice. 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 Investment 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, in 2012.

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.