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Andrew Kalpakis

In growth mode: Expanding my practice and my team

Andrew Kalpakis is a Financial Advisor and Financial Practice Owner at Thrivent, based in Portland, Oregon.12 Here are some key details about him:

Professional Background

  • Andrew holds the CLTC® (Certified in Long-Term Care) designation.12
  • He is licensed to practice in Nevada, Oregon, and Washington.1

Work at Thrivent

Andrew Kalpakis works with Thrivent, a Fortune 500 financial services organization with over 100 years of history.4 At Thrivent, he:

  • Provides financial guidance and services to clients.13
  • Focuses on helping clients who are:
    • Approaching or in early retirement (5-10 years from or into retirement)
    • Highly motivated to take action
    • Pursuing a work-optional lifestyle
    • Seeking ongoing guidance throughout retirement1

Services Offered

As a Thrivent Financial Advisor, Andrew Kalpakis offers a range of financial products and services, including:

  • Retirement savings accounts (401(k)s, IRAs)
  • Life insurance
  • Mutual funds
  • Annuities
  • Personalized financial guidance
  • Charitable giving solutions
  • Investment options
  • Health insurance guidance3

Contact Information

  • Phone: 541-741-1999
  • Office Address: 9397 SW Locust Street, Portland, OR 972231

Andrew Kalpakis appears to be part of the Lane-Douglas Associates team practice at Thrivent2, which serves clients nationwide and offers both in-person and virtual meeting options.1

Highlights

Jul 22 · linkedin

Are you looking for the flexibility and independence to build a career around what’s most important to you? If you’re ready to make a meaningful difference in the lives of others, learn more about becoming a Thrivent financial advisor at https://lnkd.in/gyj-ebmN.

Jul 18 · linkedin

#VirtualEvent with Daniel Pink 'The Surprising Path to the Good Life' Tuesday, July 26 at 6:30 PM PT Learn more and #RSVP today: https://bit.ly/sPink7-26 . . . No products will be sold. Daniel Pink is not affiliated with or endorsed by Thrivent. The views expressed in this presentation are his own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. For additional disclosures, see thrivent.com/social.

Related Questions

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What is the CLTC® certification, and how does it benefit clients?
Andrew Kalpakis
Andrew Kalpakis, photo 1
Andrew Kalpakis, photo 2
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Location

Portland, Oregon Metropolitan Area