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Life Well-Planned
Through Personalized
Wealth Management

Get on track

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Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
 

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.
 

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.  

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at (949) 788-7700 any time. We are always here for you.


Confidence In The Future Starts Here

AK Financial Group is an independent financial planning and wealth management firm serving the diverse needs of private investors and corporations who seek a personalized wealth management experience. We offer exceptional wisdom, knowledge, and resources that help replace complexity with simplicity. As you navigate life’s transitions, we diligently pursue what matters most to you, your family, and your business.

Whatever your objectives may be, our experienced team can develop customized strategies to help pursue your goals. See how our disciplined approach to wealth planning can help you gain the clarity and balance you seek across all aspects of your life. Learn about our unique approach/The AK Advantage.

 

Individuals & Families

We make planning for your financial future less complicated and more personal as we seek the most efficient, lowest-risk path for helping you pursue your goals.

 

Business Owners & Corporations

Our knowledgeable team can perform a fee and expense analysis and help you to understand and address your fiduciary responsibilities.

Andy in his own words.

Hear how Andrew C. Karlinski, CFP,® President of AK Financial Group, and his team of experienced independent wealth advisors can help you reduce financial stress and live the life you desire now and throughout retirement. Watch our short video.

Watch our short video

Experience the benefits of a powerful peer advisor network.

Join Our Team

AK Financial Market Week.

How will today’s dynamically changing financial markets and economy impact your investment strategy and goals? Stay informed with our weekly newsletter that provides our latest thinking, in-depth analysis, and outlook for the financial markets.

Subscribe to AK Financial Market Week

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Life Well-Planned.

Learn how the independent advisors at AK Financial Group can help you reduce financial stress and live the life you desire now and throughout retirement.

Learn More

Meet our experienced team.

Read about us

Let's Get Started

 

Support and grow your practice through a powerful
partnership with the AK Financial Group Representative Network.

Learn more about the value of association.
Take charge of your future

6 Venture, Suite 390
Irvine, CA 92618
(949) 788-7700 phone
(800) 828-2341 toll-free
(949) 788-7710 fax

Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and AK Financial Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, IA, ID, IL, KY, MA, MD, MI, MN, NC, NM, NV, NY, OK, OR, RI, SC, TX, UT, VA, WA, WI.

Andrew C. Karlinski, CFP® / CA, CO / AK Financial Group / CA Insurance #0748153.

 

 

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