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About the AK Financial Group
Financial Planning and
Wealth Management Experience

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  1. Home
  2. About
  3. Process and Experience

Process and Experience

Your Goals, Desires, And Objectives Always Come First

Guided by our conservative, proactive business philosophy, we have developed a highly valued business by focusing first and foremost on client needs. As independent financial advisors, our highly individualized approach to comprehensive wealth management employs the latest tools and technologies, as well as access to a comprehensive universe of non-proprietary products and services custom tailored to your needs.

AK Financial Group clients benefit from:

  • The collective strength of our experienced management team;
  • Vast resources of our strategic partners across multiple financial disciplines, and;
  • Individual attention from your own personal financial consultant. 

Making a difference in your life: Thorough, ongoing and attentive planning

AK Advantage, our disciplined financial and investment planning process helps to ensure that your situation, as well as opportunities and alternatives, are thoroughly and methodically researched before our unbiased recommendations are presented to you.

  • State-of-the-art technology supports our high level of personalized service and sophisticated communications applications, helping you to visualize potential outcomes through sophisticated scenario planning.
  • We provide 24/7 online account access and the ability to assemble and download custom reports anytime you choose.  

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Whatever you choose to do in life,
we can help you pursue it.

Find out what makes us so confident about your financial future.
Let's get started

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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