Aric Ahlgren
CFP®, FIC
State(s) Licensed: AZ, CA Insurance Lic. #0C69327, CO, FL, GA, HI, IA, ID, IN, KS, LA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, OH, OR, PA, SC, TX, WA, WI
81 S Kalaheo Ave
Kailua, HI 96734
State(s) Licensed: AZ, CA Insurance Lic. #0C69327, CO, FL, GA, HI, IA, ID, IN, KS, LA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, OH, OR, PA, SC, TX, WA, WI
Aloha!
I truly love what I do. My team and I are dedicated to bringing financial clarity to our clients’ lives. At the heart of our work is helping people answer the essential question: "What should I do with my money?"
While the question may seem simple, the answer is often complex. We take a holistic approach, considering each client’s goals, concerns, risk tolerance, time horizon, tax situation, family dynamics, and more. Together, we build a personalized financial roadmap that reflects all these factors. Once the plan is in place, we rigorously stress-test it against scenarios like social security changes, inflation, and market downturns. Over time, we update the plan and monitor progress, ensuring every decision supports your long-term vision.
Most of my clients are affluent individuals who are retired or approaching retirement. They face the dual challenge of balancing safety and growth—protecting income for today while planning for tomorrow’s needs. To address this, I use a proven strategy: segmenting assets into "buckets," each with its own time frame and purpose. This approach has helped my clients navigate many market cycles over my 25+ years in the industry.
If you’re seeking a long-term advisory relationship and this philosophy resonates with you, I invite you to reach out. The best way to connect is by email: aric.ahlgren@thrivent.com.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Kailua Office
- Phone:
- 808-262-0070
- Fax:
- 866-840-6310