New York, New York (PRWEB) January 19, 2017
Eva Kalivas, co-founder, and independent financial advisor at EPIC Retirement Services Consulting in New York, New York, has been recognized By NAPA, the editorial arm of the National Association of Plan Advisors, as a 2016 Top Woman Advisor for her significant contributions to the retirement plan industry.
“On behalf of LPL, we are extremely proud of Eva for receiving this recognition within the retirement plan industry,” said David Reich, LPL Financial executive vice president and head of LPL Retirement Partners, High Net Worth and The Private Trust Company. “More than ever, Americans need support to plan for a successful retirement. The work Eva does to enable employees to invest in their futures is tremendously important and we wish her continued success.”
Eva Kalivas provides independent financial planning services to more than 50 clients nationwide. The firm is supported by LPL Financial, the nation’s largest independent broker/dealer and a leader in the retail financial advice market
Candidates were nominated and voted on by industry associates as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees.
NAPA Net honored top women advisors in three categories: All-Stars, who are top producers with their own practice; Captains, who are All-Stars and also principals, owners or team captains of their organizations; and Rising Stars, advisors who have fewer than five years of experience as an advisor. Eva Kalivas was honored as a Captain.
About EPIC Retirement Services Consulting
EPIC provides independent 401K, pension and investment guidance. Led by a team of specialists with over 50 years of combined experience EPIC has created a niche in the Retirement Plan arena, guiding Plan Sponsors’ with their fiduciary responsibilities and educating employees through participant guidance.
About LPL Financial
LPL Financial, a wholly-owned subsidiary of LPL Financial Holdings Inc. is a leader in the retail financial advice market and provided service to approximately $501 billion in advisory and brokerage assets as of November 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $129 billion in retirement plan assets, as of September 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.
About Global Retirement Partners, LLC
Eva Kalivas is one of the founding owners of Global Retirement Partners LLC. Global Retirement Partners specializes in retirement plan servicing, supporting advisor’s practices and enabling deep, mutually beneficial client relationships.
LPL Financial, Global Retirement Partners, LLC; EPIC Retirement Services Consulting; NAPA Net and the National Association of Plan Advisors are separate entities.
Securities and Retirement Plan Consulting Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Other advisory services offered through Global Retirement Partners, LLC, a registered investment advisor.