Melissa Walsh (CFA, CFP®)

Melissa Walsh focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Women's Financial Planning Issues

Planning Specialties

We are a great fit for women who are seeking a trusted advisor to support them on their financial journey. Our typical client is within a few years of a transition- retirement, selling a business, divorce, or widowhood. We also work with women who are entrepreneurs seeking comprehensive personal and business planning. If you are looking for a partner to help you gain clarity on all things financial, we are here to help you.

Additional Information

My mission in everything I do is to make a positive difference in the lives of the people I serve. I aim to enthusiastically help my clients to achieve their goals and to be a trusted partner every step of the way. I seek to listen, understand, and thoughtfully consider each client’s unique story in order to help her plan for the next step on her path. My goal is to build life-long relationships with my clients as their trusted financial partner.

NAPFA Start Date

September 29, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

205 N. Orange Ave Suite 306 Sarasota, FL 34236 Phone: (407) 494-0593

Other Offices

941 W. Morse Blvd Suite 100 Winter Park, FL 32789 Phone: (407) 494-0593