
Helping You Build a Secure Financial Future
Mike is a seasoned tax and business consultant with nearly two decades of experience helping small business owners—particularly commercial real estate (CRE) brokers—streamline their financial lives. His expertise lies in simplifying complex financial decisions, allowing clients to focus on their businesses while optimizing tax strategies, cash flow, and long-term financial success. Recognized as a 40 Under 40 honoree by Investment News and the Orlando Business Journal and named one of Financial Advisor magazine’s 2018 “10 Young Advisors to Watch.” Mike lives in Central Florida with his wife, Tiffany, and their five children.
Direct Contact Information
Phone: 407-869-6228 ext. 112
Email: mike@moisandfitzgerald.com
Main Office Location: Orlando
Education & Credentials:
- Bachelor of Science in Financial Counseling and Planning, Purdue University
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Enrolled Agent (EA), the highest credential awarded by the IRS
Professional Experience
Mike has been with the firm since 2007, providing tax planning, consulting, and advisory services to small business owners across various industries. His primary focus is serving commercial real estate brokers, particularly those who qualify for Qualified Real Estate Agent (QREA) status. Mike helps these professionals navigate the complexities of setting up and managing S Corporations to optimize tax savings and retirement contributions. He is a former president of the Financial Planning Association of Central Florida and has contributed expert insights to CNBC.com, Investopedia, and the Orlando Sentinel. Mike’s comprehensive understanding of tax and financial planning enables him to provide clear, practical advice that helps clients make informed decisions.
Areas of Expertise
- S Corporation setup and ongoing management for CRE brokers
- Tax planning for small business owners
- Cash flow optimization and income management
- Retirement planning and tax-advantaged savings strategies