Financial Expert for Top Producing Real Estate Agents
Since joining the financial planning industry in 2009, Brad has worked in a variety of roles and brings expertise in the areas of complex financial, estate, tax, and insurance planning, retirement preparation and transition, business succession, and multi-generational planning. He currently serves on the board of the Financial Planning Association of Central Florida and is actively involved in his church. As a lifelong Chicago Bears and Chicago Cubs fan, he intimately knows the pain of defeat and how to hold out hope for tomorrow. Brad considers it the honor of his life to be a loving husband to his wife and father to their two boys.
Direct Contact Information
Phone: 407-869-6228 ext. 126
Email: brad@moisandfitzgerald.com
Main Office Location: Orlando
Also Serving: Boca Raton, Fort Lauderdale, West Palm Beach, and Nationwide (virtually)
Education & Credentials:
- Bachelor of Arts – Wheaton College (Wheaton, IL)
- Certificate in Financial Planning – Northwestern University
- CERTIFIED FINANCIAL PLANNER® Professional
- FL 2-15 Health, Life and Variable Annuity License (advice only, not sales)
Professional Experience
Brad began his career in alternative investment sales in 2009, gaining a unique perspective on the financial industry. Wanting to work directly with clients, he joined TIAA Investment Advisory Services in 2015 as a Wealth Management Advisor, serving over 200 university professors, non-profit employees, and retirees. After five years, he transitioned to a trust company specializing in high-net-worth, multi-generational families. In 2023, he joined Moisand Fitzgerald Tamayo, LLC, seeking a collaborative, team-based practice.
Areas of Expertise
Brad’s expertise is in simplifying intricate financial challenges. He blends data-driven precision with deep empathy to provide clients with a tailored financial narrative that offers true peace of mind. While he currently works with a broad base of clients, he has honed his practice to work specifically with top producing real estate agents.
Resources & Insights
Brad posts his most recent insights on LinkedIn. His financial planning and investment commentary has been featured on CNBC.com, Financial Planning, MarketWatch, ThinkAdvisor, ETF.com and various syndicated outlets. He is currently working on his first book about answers to common financial planning questions.