Moisand Fitzgerald Tamayo named a “Best Place to Work”
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.
Important Dates:
June 15
- 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
June 30
- Deadline to file FAFSA for prior academic year
Form ADV and Privacy Policy: By now, you should have received a copy of page 2 of our 2022 firm disclosure brochure ADV Part 2A and our Privacy Policy in your client portal or by mail. We must provide this summary of any material changes and a copy of our firm’s Privacy Policy at least annually. If at any time you would like a full copy of our disclosure brochure, contact Sara Nash at ext. 114 or email her at [email protected].
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.
- Our Privacy Policy
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.
Yours truly,
The Team at Moisand Fitzgerald Tamayo, LLC
