Announcing Our New Sarasota Office
June 12, 2023
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 .