Andrew Kalpakis

CLTC®

Financial Associate

State(s) Licensed:   OR, WA

Phone 541-741-1999
Address

9397 SW Locust Street
Portland, OR 97223

Andrew Kalpakis

State(s) Licensed:   OR, WA

Dedicated guidance you can feel confident about

At Thrivent we see money as a tool, not a goal – through this lens you can accomplish more in moving toward reaching your own higher purpose. Our team is committed to providing meaningful financial guidance to people who fit any of the following:

  • Approximately 5-10 years from or into retirement
  • Highly motivated to take action
  • Pursuing a work-optional lifestyle
  • Value on-going guidance throughout retirement


When you partner with Layne Douglas & Associates, you’ll see how we combine financial expertise and purpose-based planning to bring clarity to your situation. Regardless of where you’re starting from or how confident you feel about finances, we offer strategies and coaching to meet a variety of individual needs. This can include, but is not limited to:

  • Establishing your financial vision and goals
  • Protecting your income, lifestyle, family, and/or business
  • Developing a tax-wise investment strategy
  • Making a smooth transition into retirement
  • Living comfortably in retirement
  • Planning to pass on a meaningful legacy


Our team serves clients around the nation, with the option for in-person meetings. Give us a call or schedule an appointment online to learn more about how we can serve you.


Click here to Schedule a meeting with our team

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Portland Office

Phone:
541-741-1999

Hours

M – F: 9 a.m. – 5 p.m.

Eugene Office

Hours

M – F: 9 a.m. – 5 p.m.