More About Us
Whether you are approaching retirement, experiencing a life transition, or just starting out on your journey as an entrepreneur, Clarity Financial Design is here to help you.
We design and implement customized financial solutions for women like you.
We meet you where you are and walk alongside you on your financial journey. During our typical client relationship, we advise on retirement planning, investments, estate planning, taxes, insurance, and charitable giving.
We are also experts in helping clients navigate the cash flow, tax, and legal complexities of being an entrepreneur.
We are based in Sarasota, Florida, and Winter Park, Florida, serve clients throughout the southwest Florida area, and work virtually with clients across the country.
The Gold Standard of the Financial Profession.
Fewer than 1% of Financial Advisors have both the CFA and CFP designations.
of financial advisors are CFA® Charterholders.
The CFA® credential is the professional standard of choice for more than 31,000 investment firms worldwide.
Earning the CFA® charter is a highly selective process. Fewer than one in five candidates become a CFA charterholder.
It takes an average of 1,000+ hours of rigorous study and four years of professional experience to become a CFA® charterholder.
All CFA charterholders are required to annually attest to their compliance with the CFA Institute Code of Ethics and Standards of Professional Conduct.
of financial advisors are CFP® Professionals.
The CFP® credential is the professional standard of choice in the financial planning industry.
When you hire a CFP® professional, you work with an advisor who has met rigorous qualifications for financial planning. Most important, a CFP® professional has made a commitment to CFP Board to act in the best interests of their client.
Must have a minimum of 2 years of financial planning experience and has demonstrated the knowledge required to deliver holistic financial planning.
Melissa Walsh, CFA®, CFP®, AIF®,
Founder and President
Hi there, I'm Melissa!
My mission in everything I do is to make a positive difference in the lives of the people I serve. I aim to enthusiastically help my clients to achieve their goals and to be a trusted partner every step of the way.
I seek to listen, understand, and thoughtfully consider each client’s unique story in order to help her plan for the next step on her path. My goal is to build life-long relationships with my clients as their trusted financial partner.
I see each day as a new opportunity to enhance the lives of those I serve- my clients, my family, and my community. This intrinsic feel for what’s truly important in life helps to fuel my drive for the work I do both here at Clarity Financial Design and beyond.
We are what we repeatedly do. Excellence, then, is not an act but a habit.