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Melissa W
CFP®, Series 66
Sarasota, FL
Clarity Financial Design
Melissa Walsh is a CFP® with 17 years of industry experience currently serving as a financial advisor at Clarity Financial Design since 2021. She previously worked at Allegiant Private Advisors and Samuel Financial. In addition to her advisory role, she consults independently for fintech and family office firms, advising on financial planning tool development and securities-related research. Clarity Financial Design serves individual and high-net-worth clients, charitable organizations, and employer plan sponsors, offering tailored investment management and comprehensive financial planning. The firm employs a strategic asset allocation approach that combines passive and active funds, with regular portfolio reviews and services that include retirement plan consulting and educational seminars.
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