Who We Are...

Retirees and those approaching retirement will have a hard time finding an advisory firm better equipped to serve them and their families than Moisand Fitzgerald Tamayo, and Dan is one reason why. He has been practicing since 1991 and has been a leader in the financial planning profession almost as long. He most recently served as a Chairman of the Board of Directors of CFP Board in 2023 and as a board member from 2020-2023. 

A glimpse of his expertise can be found in his writings. For the general public, he has been a regular contributor of Q&A columns for Florida Today since 2005 and MarketWatch, a personal finance site of the Wall Street Journal, since 2013. Click these links to see some of Dan Moisand's MarketWatch articles and Florida Today articles.

The press and the financial planning profession rely on him for answers as well. From 2010 through 2021, he was a monthly contributor of a column about advising retirees for Financial Advisor magazine. He was a professional issues columnist for the Journal of Financial Planning from 2008-2015 and served as the Practitioner Editor for the Journal of Financial Planning in 2020 and 2021. He has also been published in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Niewuwsbrief financiele planning (Netherlands), on Network FP (India), and the 4EJournal (Malaysia) among others. He is a two time winner of the Journal of Financial Planning‘s Call for Papers competition. He is a frequent source to a variety of publications and media and has appeared in Smart Money, NY Times, Wall Street Journal, Forbes, and USA Today among others.

Dan has over three decades of experience but recognition began in 2002 when he was dubbed a “Future Star” by Financial Advisor magazine and made Worth magazine’s list of the top 250 Advisors in America. Since then, he was named one of the most influential professionals in financial planning in Financial Planning magazine, Investment Advisor (twice) and Accounting Today (twice).  In 2023, he was named to InvestmentNews’ Hot List honoring “the top movers and shakers in wealth management.”  He has been lauded as one of America’s top financial planners in Florida Today, Journal of Financial Planning, Research, Solutions, Wealth Manager, and the Wall Street Journal Online.

Moisand is the subject of a two-page profile in The History of Financial Planning (Wiley & Sons, 2009) and at just 44 years of age, he was mentioned as a notable in the Lifetime Achievement category of Financial Planning’s 2011 Influencer Awards. In 2012, Space Coast Business named him one of Brevard County’s “Most Admired Business People”

For its 15th anniversary issue in June of 2013, Investment News named Dan one of the 15 people that “transformed the business of financial advice” and in an extensive 2019 Investment News feature dedicated to the 50^th anniversary of the meeting that started the financial planning profession, Dan was featured as one of “twenty most influential men and women” in the history of financial planning. 

These accolades stem from the work he has done to increase professionalism among financial planners and the respect peers show him for how he works with clients. From 1999-2001, he served on the CFP Board of Practice Standards, helping to write the original set of practice standards that applied to CFP licensees in the United States. In 2007, Dan completed five years of service on the national Board of Directors of the Financial Planning Association (FPA), including serving as its President and Chairman. In 2008, he was Chairman of the Discipline and Ethics Commission of the CFP Board, hearing misconduct cases involving CFP licensees and the standards he helped establish. He served as a Trustee of the Foundation for Financial Planning from 2014-2019.  

His friendly style has garnered him speaking engagements to planner groups on six continents. On behalf of FPA, he has led delegations of financial planners to Russia (2008), China (2011), India (2013), and Australia (2018).

Dan received his Bachelor of Science in Finance from Florida State University in 1989.