Blank Slate Financial logo

Blank Slate Financial Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Blank Slate Financial is a financial services firm based in Alpharetta, Georgia. The firm pursues a holistic approach to financial planning, aiming to align clients' resources with the life they want to live rather than focusing solely on wealth accumulation. Its process seeks to clarify decisions and develop a plan that reflects a client’s goals and family priorities.

Securities are offered through Kestra Investment Services, LLC, and investment advisory services are provided through Kestra Advisory Services, LLC, with Blank Slate Financial not affiliated with either Kestra entity. The company operates within the financial services industry and provides guidance and planning through these arrangements, with a website at blankslatefinancial.com.

Find Blank Slate Financial employees' phone numbers or email addresses

Blank Slate Financial Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Blank Slate Financial's Leadership

  • Stylized image of a person
    G. M.
    Vice President, Private Chief Financial Officer
  • Stylized image of a person
    N. V.
    Managing Director, Private Chief Financial Officer
  • Stylized image of a person
    M. K. L.
    Client Service Coordinator
  • Stylized image of a person
    A. B.
    Wealth Plan Design Specialist
  • Stylized image of a person
    S. V.
    Executive Assistant

Blank Slate Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entertainment
  • Film & Video
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from Blank Slate Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. M.
    Vice President, Private Chief Financial Officer
    Oct 23, 2024
  • Stylized image of a person
    N. V.
    Managing Director, Private Chief Financial Officer
    Jun 08, 2026
  • Stylized image of a person
    M. K. L.
    Client Service Coordinator
    May 30, 2026
  • Stylized image of a person
    A. B.
    Wealth Plan Design Specialist
    Aug 03, 2024
  • Stylized image of a person
    S. V.
    Executive Assistant
    Oct 18, 2024

Frequently Asked Questions

What is Blank Slate Financial known for?

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Blank Slate Financial was founded in 2026 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Blank Slate Financial's company overview page for more information.

What is Blank Slate Financial's most common email format?

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Blank Slate Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blank Slate Financial email formats with LeadIQ.

How many employees does Blank Slate Financial have currently?

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Blank Slate Financial has approximately 21 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Blank Slate Financial's key employees and leadership?

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As of August 2026, Blank Slate Financial's key employees include:

  • Vice President, Private Chief Financial Officer: G. M.
  • Managing Director, Private Chief Financial Officer: N. V.
  • Client Service Coordinator: M. K. L.
  • Wealth Plan Design Specialist: A. B.
  • Executive Assistant: S. V.

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