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Announcing Our New Sarasota Office

Jun 22, 2023



June 12, 2023

SARASOTA


After noticing strong demand from local residents, Clarity Financial Design, a comprehensive financial planning and wealth management firm, has opened an office in downtown Sarasota.


Headed by Melissa Walsh, CFA®, CFP®, AIF, Clarity Financial Design specializes in a modern relationship-focused approach to financial planning. The firm uses its unique Designing Your Financial Future process to help clients visualize, define, and advance toward their financial goals.


"I am delighted to bring my firm to Sarasota. Helping women plan and prepare for their financial future is our passion, and we will be able to help more people through this expansion. Using an approach that is as unique as each client's story, we partner with our clients to help them worry less and live more. Here at Clarity Financial Design, our clients are more than just their financial assets: they will find a financial home for their whole self." said Melissa Walsh.


Melissa is among a small percentage of financial advisors who have earned the gold standard of financial services designations such as the Chartered Financial Analyst (CFA) designation in 2012, the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2018, and the Accredited Investment Fiduciary (AIF) designation in 2019. Her comments have been featured in national publications including The New York Times, Forbes, and MarketWatch.


A strong advocate for community volunteering, Melissa dedicates 10% of her time to nonprofit involvement. She is currently Treasurer and Trustee of Hershorin Schiff Community Day School, board member and finance committee member at The Florida Center, a finance committee member with Girl Scouts of Gulfcoast Florida, and a member of Impact 100 SRQ.


To learn more about Clarity Financial Design, please visit www.clarityfinancialdesign.com .

ADV Part 2A

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Clarity Financial Design is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 407-494-0593 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from CFD with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.clarityfinancialdesign.com.  This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis

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