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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

Related Questions

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Does Andrew Kalpakis provide virtual advice sessions?
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