Fitzgerald among Orlando’s most influential: NEWS & NOTES Spring 2013

Making News…

small-web-CharlieThe 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.


Dan Moisand opens FPA Retreat 2013

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.

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Moisand Fitzgerald Tamayo, LLC is an Orlando, Tampa and Melbourne, Florida based fee-only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one’s life and the many transitions in between. If you have any questions or would like to discuss anything further, please give us a call or send us a note. If you are not a client and wish to receive emails notifying you of new posts – no more than once per month – fill out the subscription information in the sidebar to the right. For more frequent updates, follow us on FacebookLinkedIn, or Twitter.  

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About Dan Moisand

Dan Moisand is a fee-only financial advisor with Moisand Fitzgerald Tamayo, LLC. He is a regular contributor for multiple outlets, including Florida Today, MarketWatch, and The Wall Street Journal. His writing and financial advice have also been featured in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Forbes, Smart Money, and The New York Times, among other publications. He is the only two-time winner of the Journal of Financial Planning’s “Call for Papers” competition and has been named a top financial planner and advisor by multiple publications. Investment News named Dan one of the “twenty most influential men and women” in the history of financial planning. He currently serves on the Board of Directors for the CFP (Certified Financial Planner) Board.


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