Moisand Fitzgerald Tamayo wins prestigious national award
By Dan Moisand | November 5, 2019 | Comments Off on Moisand Fitzgerald Tamayo wins prestigious national award
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. “
# # #
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.
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.
Contact Us
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, orTwitter.
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.
Please Note: MFT does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to MFT’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please Note: Limitations: While MFT does NOT pay for recognition, awards, or publicity, neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MFT is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of MFT by any of its clients. ANY QUESTIONS: MFT’sChief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your MFT account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your MFT accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Dan Moisand is a fee-only financial advisor with Moisand Fitzgerald Tamayo, LLC. He is a regular contributor for multiple outlets, including Florida Today, MarketWatch, and The Wall Street Journal. His writing and financial advice have also been featured in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Forbes, Smart Money, and The New York Times, among other publications. He is the only two-time winner of the Journal of Financial Planning’s “Call for Papers” competition and has been named a top financial planner and advisor by multiple publications. Investment News named Dan one of the “twenty most influential men and women” in the history of financial planning. He currently serves on the Board of Directors for the CFP (Certified Financial Planner) Board.
As a Sanctuary From The Noise®, we only post information we believe timely and important to the long term financial success of our clients. Follow us to receive emails - no more than once a month - about new posts.
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.
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. “