Suggestions
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