Financial Design Studio, Inc
We are Financial Design Studio, a team of financial advisors. We specialize in tax efficient retirement planning for professionals with executive compensation. We believe financial planning is about more than money — it’s about designing the life you want to live. Each of our four partners has an expertise that allows our team to address your full financial picture. As one team, we come together to build complete and creative plans around your unique goals. The result? You have confidence to live more and give more!
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
906
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- MS
Michelle Smalenberger
Co-founder & Financial Advisor · Finance & Accounting
EmailPhone - SS
Stephen Smalenberger
Co-founder & Financial Advisor · Finance & Accounting
EmailPhone - RS
Robert Stoll
Financial Advisor & Chief Investment Officer · Finance & Accounting
EmailPhone - TM
Trevore Meyer
Financial Planner and Chief Operating Officer · Other
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Financial Design Studio, Inc
3 distinct titles indexed · top 3 shown.
- 2co-founder & financial advisor
- 1financial advisor & chief investment officer
- 1financial planner and chief operating officer
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