Financial Designs
We are a business continuity and success(ion) planning firm. We work with private and family-owned businesses, practicing professionals, and personal clients. Disclosures and licensing:
7-day free trial · no credit card
Verified contacts
12
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
71
organic / mo
Sign up free to see all 12 verified contacts at Financial Designs
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- AC
Amy Cleaver
Investment Operations Coordinator · Operations
EmailPhone - DL
David Loy
Chief Financial Officer · Finance & Accounting
EmailPhone - RS
Rick Scruggs
Principal · Finance & Accounting
EmailPhone - LS
Lynn Slightham
Client Relations Coordinator · Customer/Client Service
EmailPhone - AW
Andrew Walsh
Investment and Client Services Associate · Other
EmailPhone
Showing 5 of 12 verified contacts
Top roles at Financial Designs
8 distinct titles indexed · top 8 shown.
- 2personal assistant
- 1chief financial officer
- 1client relations coordinator
- 1insurance coordinator
- 1investment and client services associate
- 1investment operations coordinator
- 1principal
- 1retirement income certified professional
Sign up to unlock all 12 contacts at Financial Designs
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Financial Designs
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.