Personal CFO for High-Net-Worth Families and Business Owners
Brad Brescia is a CERTIFIED FINANCIAL PLANNER™ professional who serves as a long-term advisor to families navigating complex financial decisions. He functions as a family CFO, guiding clients through cash flow planning, retirement preparedness, investment strategy, estate and trust considerations, and multi-generational wealth.
Since beginning his career in 2009, Brad has worked with individuals, families, and business owners who value coordination and clear direction in their financial lives. He helps clients see over the horizon, simplifying complexity and providing the confidence needed to move forward with peace of mind.
Brad coordinates with clients’ attorneys, CPAs, and other professionals to keep every aspect of their financial life aligned. He is especially effective with those who value a comprehensive partnership and want a trusted advisor involved in their major decisions.
Brad joined Moisand Fitzgerald Tamayo in 2023 after building a broad foundation across the financial planning profession. His approach is grounded in education, practical guidance, and helping clients make sound decisions through every stage of life.
Outside the office, Brad is a devoted husband and father. He is active in his community and church, and he values time with his family above all.
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 (fee-only 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.