Making News…
Congratulations to Dan Moisand for his selection by Investment News as one of 15 people that “transformed the business of financial advice.” The list was created through editor and reader input for the publication’s 15th anniversary issue. Local media picked up on the recognition resulting in this Business Spotlight in the BEST section of Florida Today and an interview in the July issue of Viera Voice.
Moisand Fitzgerald Tamayo, LLC was recognized once again as an Orlando area top 25 financial planning firm by the Orlando Business Journal and one of the nation’s top fully independent wealth management firms by Financial Advisor magazine. The firm has appeared on lists such as these every year since 2003.
In The News…
The July cover story of Investment Advisor magazine profiled a study group that has been making an impact on the financial planning profession despite the relative youth of its members. At 46, Dan is the oldest of the bunch.
Members of our team wrote or were quoted in articles appearing in Financial Advisor, MarketWatch, Florida Today, the Institute for the Fiduciary Standard, and Kiplinger’s Retirement Letter.
Events
The conference calendar is almost empty during the summer but before the lull, Dan served as Chairman of the organizing task force for FPA Retreat 2013 in Palm Springs, California back in May. This is FPA’s premiere event for advanced financial planners, routinely attracting some of the best minds in the business.