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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

    What specific services does Andrew Kalpakis offer at Thrivent?
    How can I contact Andrew Kalpakis directly?
    What are the main financial products Andrew Kalpakis specializes in?
    Does Andrew Kalpakis provide virtual advice sessions?
    What is the CLTC® certification, and how does it benefit clients?
    Andrew Kalpakis
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    Location

    Portland, Oregon Metropolitan Area