Clarity Financial Design

Clarity Financial Design is a highly reputable financial advisory firm based in Winter Park, FL, with an additional location in Sarasota, FL. Led by Melissa Walsh, a seasoned professional with multiple prestigious designations including CFA, CFP, and AIF, the firm specializes in providing customized financial solutions for women. With expertise in retirement planning, investments, estate planning, taxes, insurance, and charitable giving, Clarity Financial Design is committed to helping clients achieve their financial goals and navigate the complexities of entrepreneurship.

As one of the few financial advisors with both CFA and CFP designations, Clarity Financial Design sets the gold standard in the industry. With a focus on building lifelong relationships and acting in the best interests of their clients, the firm aims to make a positive difference in the lives of the people they serve. Through their comprehensive process and commitment to excellence, Clarity Financial Design helps clients design their financial future with clarity and confidence.

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