EPIC RETIREMENT SERVICES CONSULTING
303 Fifth Avenue Suite #703
New York, NY 10016
Tel: (212) 532-5332
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  Jeffrey S. Greenberg, Member Eva Kalivas - AIF, Member Wesley M. Oler, IV - CFA Our Clients  
     
  Ms. Kalivas is an LPL Registered Representative, Registered Principal and Investment Advisor Representative. She currently holds her Series 7, Series 63, Series 24, Series 65 and Series 51 Securities registrations with LPL Financial. In addition, Eva 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. 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 became a co-founder of EPIC RETIREMENT SERVICES CONSULTING CONSULTING, LLC. She utilized her experience and understanding of the securities industry in establishing and building the company.

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. Eva has also been named one of the twenty rising stars in Retirement Plan Advisory Industry by Investment News.

Eva has authored the book, "I Get Knocked Down – A Woman’s Survival Guide to Business and Life". Her book was published in 2006 and is currently selling nationwide. For more information, kindly visit Eva’s website at www.evakalivas.com.