Fitzgerald among Orlando’s most influential: NEWS & NOTES Spring 2013
Making News…
The Orlando Sentinel named Charlie Fitzgerald one of the Orlando area’s most influential, non-elected “Power Brokers”. From time to time, we have noted the work Charlie has done with the Financial Planning Association of Florida to influence lawmakers, such the trip he led to Tallahassee in March. We are happy to see him recognized for his efforts.
Orlando magazine has named both Charlie and Ron Tamayo to their list of “Five Star Wealth Managers.” The magazine commissions a research firm to compile a list of professionals in the Orlando area who score high on a client satisfaction survey and have excellent regulatory records.
The April issue of the Journal of Financial Planning features a “10 Questions” interview with Dan Moisand as a lead up to FPA Retreat, the profession’s premier conference for advanced planners, where Dan served as chairman of the organizing task force. Our favorite quote was part of his response to a question about his biggest professional challenges. “The greatest challenge is helping clients find a balance between staying informed and being inundated with information. And it’s gotten worse over the years with 24/7 digital media,” Moisand said.
Financial fraud and exploitation of the elderly, and how financial advisors can help prevent it, was the subject of a series of articles Dan wrote for Financial Advisor magazine. “Financial professionals are squarely at the forefront of the effort because fraudsters aren’t after our clients’ knickknacks,” Moisand said. “They want the money.”
In The News…
As part of a partnership between the National Association of Personal Financial Advisors (NAPFA) and USA Today, Dan provided some guidance to a reader whose 81 year-old step-mother was taken advantage of by a stockbroker. He also got the last word in the “Your Money” column of the NY Times on the pros and cons of rental properties.
Charlie gave his perspective as Chairman of the FPA of Florida for a story for Financial Advisor on a bill in the Florida legislature designed to toughen laws against abusive annuity sales. “Anything that helps remove bad actors and protects consumers is a good thing,” he said. Unscrupulous salespeople who persuade seniors to sell their other investments or use their savings to buy annuities which are unsuitable for their age or economic status currently face a fine of up to $75,000. The pending bill expands the same suitability standards to all age groups.
Events
Dan Moisand opens FPA Retreat 2013
Dan served as a panelist for a discussion on some of the controversies surrounding retirement income and withdrawal strategies and later moderated a second panel on the implications of longevity in retirement planning at Financial Advisor magazine’s Retirement Symposium in March. He also attended the invitation-only Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.
