Eva Kalivas an ERISA 3(21)(a) and 3(38) investment manager has been a financial advisor since 1990. She is an Accredited Investment Fiduciary and currently holds her Series 65 with 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. Her career began at Prudential, initially as a Registered Representative, and was later promoted to a Sales Manager.
Eva joined HUB International’s Northeast Division in September of 2019, as Senior Vice President of Retirement and Wealth Management. 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 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. The National Association of Plan Advisors named Eva to its 2019 List of Top Women Advisors in the “Captains” category*, acknowledging her contribution to the retirement industry and for bringing excellence to the profession. In 2020 Eva received her Certified Plan Fiduciary Advisor designation (CPFA), through The National Association of Plan Advisors (NAPA).
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 2015, nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be women, had 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 organization were designated as “Captains.” 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 rating is not indicative of the nominee’s future performance. In 2019 502 nominations were received and 209 were considered. There were 50 Captains, 50 All-Stars and 19 Rising Stars.
