Wealth Advisor Melissa Walsh, CFA, CFP® Earns the CERTIFIED FINANCIAL PLANNER™ Certification

APA Walsh 3x4HI RGBAt Allegiant, we pride ourselves on the strength of our wealth management team, after all, our independent firm is built upon a strong team approach to customized wealth management.

Melissa Walsh joined Allegiant Private Advisors in 2018. Her focus is helping clients define and achieve their financial goals through a comprehensive financial planning process which constantly evolves. Melissa’s experience in the financial services industry began in 2008, and has included relationship management, investment analysis, and financial advising. She graduated with high honors from the University of Michigan in 2007 with a bachelor’s degree in Organizational Studies. Melissa holds her Chartered Financial Analyst® designation in addition to the CERTIFIED FINANCIAL PLANNER™ certification which she earned in the spring of 2018.

With more than a decade of financial services experience behind her paired with a resolute approach and commitment to client success, Melissa contributions to our wealth management team have been invaluable since she joined the firm earlier this year.

We’re proud of her achievement in earning the CERTIFIED FINANCIAL PLANNER™ certification which verifies rigorous professional standards in addition to principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence on behalf of clients.