Savvy Ladies Volunteers
Melissa Walsh, CFA, CFP, AIF
Volunteer’s Bio
Melissa Walsh, CFA, CFP, AIF is the Founder and President of Clarity Financial Design, a financial planning firm specializing in helping women dream big, plan carefully, and stay focused on their financial purpose. With expertise in investment management and financial planning, Melissa supports her clients across all aspects of their financial lives, including retirement planning, estate planning, tax planning, charitable giving, and business growth and succession strategies.
Areas of Expertise (as specified by volunteer)
Retirement planning, estate planning, tax planning, charitable giving, and business growth and succession strategies.