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Clarity Financial Design Featured on "SRQ Business Spotlight" Blog by Sylwia Ok

We were recently featured on photographer Sylwia Ok's blog as an "SRQ Business Spotlight". Sylwia says,


"I am thrilled to shine the spotlight on an exceptional financial advisor and business owner, Melissa Walsh, CFP®, CFA, AIF®, the driving force behind Clarity Financial Design. With a genuine dedication to understanding each client's unique story, Melissa goes above and beyond to provide the financial clarity needed for a prosperous future.


What truly sets Melissa apart is her commitment to giving back to our Sarasota community. She invests her time and energy in supporting organizations that make a tangible impact on the lives of local children and families. As a board member and finance committee member at The Florida Center, Melissa actively contributes to providing therapeutic services and early education in southwest Florida. Her involvement as a finance committee member for Girl Scouts of Gulfcoast Florida further demonstrates her passion for empowering young girls and fostering leadership skills. Additionally, Melissa serves as a trustee and finance committee member at Community Day School, a private Jewish day school that prioritizes inclusivity and support for all.


I had the pleasure of meeting Melissa in person when she reached out for business portraits. Little did I know that she was preparing for a remarkable achievement – receiving the prestigious 40 Under 40 award from Investment News. This national recognition celebrates and honors rising stars in the financial advice industry. It was inspiring to witness Melissa’s dedication and commitment to her profession, and I’m excited to share her story with you.



Let's applaud Melissa Walsh for her outstanding achievements and her unwavering commitment to making a positive difference in our community. Connect with her today to experience the expertise and dedication that sets Clarity Financial Design apart."






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©2025 by Clarity Financial Design. 

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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