Moisand Fitzgerald Tamayo named a “Best Place to Work”
Being recognized as among the best financial planners in the country has been a goal since the founding of what is now Moisand Fitzgerald Tamayo, LLC in 1998. Seeing that dream come to fruition is only possible if we give great advice that makes a difference to our clients, and we can’t do that without a great team. It is therefore imperative that we maintain a great working environment.
Your experience as a client with us is determined in large part by your interactions with the firm’s personnel. We can’t have happy clients without happy staff, and we can’t have happy staff without happy clients. This is why we often say if we could highlight only one attribute of MFT, it would be our staff’s tenure. Since our founding in 1998, only two advisors have ever left the firm- two in 24 years! Further, it has been over a decade since a Client Service Manager has left the firm. Our employees stay.
…if we could highlight only one attribute of MFT, it would be our staff’s tenure.
Tenure is a manifestation of a good culture and outsiders have noticed. We are very proud to announce we have been named one of the 2022 75 Best Places to Work for Financial Advisors by Investment News for the third time in four years. As the publication put it, “The 75 firms presented here go beyond offering financial advisors attractive benefits and perks. They create workplaces that empower employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance to clients.”
That’s exactly what we’ve been working toward all these years.
MFT making an impact
Beyond what happens in our offices, MFT has a long tradition of making an impact on our profession and in our community.
Casandra Garrett and Paula Rocha volunteer with the Women’s Money Empowerment (WME) Helpline, a pro bono program offered through the Sarasota’s Women’s Resource Center (WRC). The center is a nonprofit organization that provides programs and services to educate and empower women of all ages. The WME Helpline provides an opportunity for women to talk to a professional about their personal financial situation in a safe and confidential space. Among the callers are young women looking for guidance on how to make the transition from spending to saving, women with questions regarding their finances after going through a life event such as divorce or passing of a spouse, and women who are looking for guidance on how to organize their family’s financial affairs.
Charlie Fitzgerald has been a heavily involved volunteer for the CFP Board’s Center for Financial Planning. The Center is endeavoring to improve the Financial Planning Profession by performing research and taking action to improve the pathway for new planners to get into our profession, to increase the number of females and people of color in financial planning, and to raise the stature and academic rigor of our profession. After a record setting 2021, 2022 will likely be Charlie’s third and final year serving as Chair of the Development Committee. During his six-year tenure on the Development Committee, they have raised approximately $20 million in tax deductible contributions from individuals and corporations to support the Center’s research and programs.
Mike Salmon was re-elected to a second term as President of the Central Florida Chapter of the Financial Planning Association (FPA).
News & Notes
Welcome aboard Claire Mendez: We are pleased to welcome Claire Mendez as an Administrative Assistant to our Orlando office. Claire graduated from Rollins College in May 2021 with a Bachelor of Arts in Communication Studies. Claire is responsible for a variety of internal administrative functions for our tax team, Chief Compliance Officer, Client Service Managers, Office Manager, and other members of the management team.
“I have loved working at Moisand Fitzgerald Tamayo so far. Everyone here has been so welcoming and encouraging as I learn the ropes and adjust to a new environment. I’m very grateful I get to be a part of this team,” said Claire.
Careful of fraudsters: Scams are always a concern, but we have noticed an uptick in fraud attempts in 2022. Be careful. The fraudsters are becoming more and more sophisticated, so we must be extra vigilant.
Do not open any attachments from email addresses you don’t know. If you are going to click on a link in the body of an email, be sure to “hover” over it with your mouse to make sure it’s going where you think it should go. It is a good practice to be suspicious with any attachments or hyperlinks, even from people you know well.
“Spoofed” email addresses are also on the rise. If you receive an email from anyone you know and have any doubts, pick up the phone and call them using the number you already have for them, not a number in the email. Common red flags include grammar and writing style that doesn’t match the usual tone and missing or unusual salutations or signatures.
Dan Moisand guests on WFTV’s “Central Florida Spotlight”: On March 12, Dan was a guest on ABC affiliate WFTV’s “Central Florida Spotlight” with Greg Warmoth. Dan gave his thoughts about investing during inflationary times, the odds of a recession hitting the U.S., the role the president plays in the economy, and how to think about the unsettling war in Ukraine from a personal finance perspective. The two five-minute segments start at about the 5:30 mark.
- Q2 estimated tax payment deadline
- Q2 estimated tax payment deadline for sole proprietorships, single-member LLCs, C-corporations, and multi-member LLCs that elect to be treated as a corporation
- Deadline to file FAFSA for prior academic year
Annual CFP Board Code of Ethics and Standards of Conduct Reminder: To comply with the Code of Ethics and Standards of Conduct of CFP Board, a variety of material must be disclosed to clients. Though the Code allows for some of this information to be disclosed orally, we make all of this information available to you in writing via three documents. We will notify you in a timely manner whenever there is a material change or update to the information. For your convenience, the most recent version of all three documents is stored in your client portal. Hard copies may also be obtained simply by asking.
- Our From ADV Part II which contains a description of services and products provided (we don’t sell products), how we are compensated (client fees only, no third-party compensation), how any related parties are compensated (no related parties are compensated), how you pay (direct, disclosed, and transparent fees only – no commissions), any public disciplines or bankruptcy (none), any referral compensation arrangements (We neither pay nor receive compensation for referrals. We are paid only by clients to serve only clients), other material information, and a description of material conflicts of interest.
- Your Wealth Management Agreement or Financial Planning Agreement which describes the terms of our engagement.
Please remember to call us: When anything significant happens in your life, including changes in your finances, family, or health that could affect your financial plan, please let us know so that we can adapt our planning and portfolio work for you accordingly. Also, if you ever fail to receive a monthly statement for one of the Schwab Institutional or TD Ameritrade Institutional accounts under our management, please let us know so we may assure the respective custodian delivers your statements promptly.
The Team at Moisand Fitzgerald Tamayo, LLC
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 Facebook, LinkedIn, or Twitter.
Important Additional Information & Disclosures
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Moisand Fitzgerald Tamayo, LLC-“MFT”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from MFT.
Please remember that if you are a MFT client, it remains your responsibility to advise MFT, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. MFT is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. Tax advice is given only to clients and only when agreed to by MFT. A copy of the MFT’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request.
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