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Melissa Walsh

Founder and President

Clarity Financial Design

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, Ms. Walsh 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.

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