Moisand Fitzgerald Tamayo Recognized by Schwab Advisor Services with 2019 Trailblazer IMPACT AwardTM
November 4, 2019 – (Orlando) – Moisand Fitzgerald Tamayo, LLC was honored today by Schwab Advisor Services with the 2019 Trailblazer IMPACT AwardTM. The firm was recognized for its efforts to improve the quality of advice, raise the bar for ethics standards, and advance the financial planning profession. The firm was acknowledged at Schwab IMPACT®, the nation’s largest and longest-running annual gathering of independent advisors.
“We are thrilled to get this recognition because we believe the American public deserves the ability to get honest, unbiased, objective help to navigate a very complex financial system,” said Dan Moisand, Principal and Financial Advisor, Moisand Fitzgerald Tamayo. “And, if we don’t push for it, the broader industry isn’t going to deliver.”
The IMPACT Awards® are given each year to independent advisor firms that have demonstrated excellence through leadership, innovative business practices, client dedication, and fresh thinking. The categories include the Best-in-Business Award, the Pacesetter Award, the Trailblazer Award, and the Best-in-Retirement Business Award. The Trailblazer Award recognizes an independent advisory firm that is forging new ground by combining entrepreneurial spirit with a drive to advance their profession as a whole.
Among many other efforts, the firm has helped set standards for financial planning ethics, advised on the creation of Florida’s first financial planning business degree program, and successfully advocated for Florida high schools to integrate financial literacy into the curriculum.
“It has always been important to us to do more than serve clients. We want to do so in an exceptional way that sets a tone for our colleagues around the world,” said Moisand.
Winning firms were selected by a panel of independent judges. As part of the award, Schwab will make a donation of $15,000 to the Foundation for Financial Planning. Said Moisand, “A true profession has a strong pro bono culture. The Foundation for Financial Planning is the nation’s only charity solely devoted to supporting the delivery of pro bono financial planning. “
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About Moisand Fitzgerald Tamayo, LLC
At Moisand Fitzgerald Tamayo, LLC, the mission is to be “A Sanctuary from the Noise®.” The firm provides truly independent, objective, expert financial planning and wealth management to a select group of families. They have been operating exclusively as fiduciaries, legally obligated to place their clients’ interest first for well over a decade. The firm only works in a fiduciary capacity and never “switches hats” to become product salespeople. The firm is an SEC Registered Investment Advisory managing in excess of $600 million for its clients.
About IMPACT Awards®
The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry.
For more information on the IMPACT Awards® program, visit http://impact.schwab.com/awards/.
Moisand Fitzgerald Tamayo, LLC is not owned or affiliated with Charles Schwab & Co., Inc. (“Schwab”), and its personnel are not employees or agents of Schwab. The IMPACT Award® is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services® serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. The Foundation for Financial Planning is not affiliated with or employed by Schwab. This is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab.
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.
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