A financial advisor who had spent most of her career with Commonwealth has launched her own registered investment advisor firm geared toward women.
Melissa Walsh has founded Clarity Financial Design, which offers fee-only financial planning and investment management to clients across the country, with a focus “on helping women dream big, plan carefully and stay focused on their financial purpose so that they can walk their path with clarity,” the company said in a statement.
Walsh began her financial services industry career in 2008, registering with Commonwealth Financial Network, according to her BrokerCheck profile. She left the firm in 2012 for Pioneer Fund Distributors and also became registered as an investment advisor with Pioneer Institutional Asset Management in 2013, but returned to Commonwealth in 2014, according to BrokerCheck and the Securities and Exchange Commission’s Investment Advisor Public Disclosure database.
In September 2020, Walsh left Commonwealth for Allegiant Private Advisors, where she was registered until the end of July this year, according to the SEC.
"I am delighted to launch my own comprehensive financial planning firm. Helping women plan and prepare for their financial future is my passion, and I will be able to help more women through the launch of my new firm,” Walsh said in a statement. “At Clarity Financial Design, our approach is as unique as each client's story, and we work within a uniquely designed framework to help our clients 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.”
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