Retirement: When you stop working for money and your money works for you
Dan Moisand is a fee-only financial advisor in our Melbourne, Florida office and regarded by many as one of America’s top financial advisors for retirees and near retirees. A happily married father of two, he was the 2023 Chairman of the Board of Directors of CFP Board, the body that grants the CERTIFIED FINANCIAL PLANNER® and CFP® credentials to 100,000 professionals in the U.S., is a past national President of the Financial Planning Association, and has been featured as one of America’s top financial planners by at least 10 financial planning publications.
Direct Contact Information
Phone: 321-253-5400 ext 101
Email: dan@moisandfitzgerald.com
Main Office Location: Melbourne
Education & Credentials:
- CERTIFIED FINANCIAL PLANNER™ Professional
Professional Experience
Dan has over three decades of experience but recognition began in 2002 when he was dubbed a “Future Star” by Financial Advisor magazine and made Worth magazine’s list of the top 250 Advisors in America. Since then, he was named one of the most influential professionals in financial planning in Financial Planning magazine, Investment Advisor (twice) and Accounting Today (twice). In 2023 & 2024, he was named to InvestmentNews’ Hot List honoring “the top movers and shakers in wealth management.” He has been lauded as one of America’s top financial planners in Florida Today, Journal of Financial Planning, Research, Solutions, Wealth Manager, and the Wall Street Journal Online.
Areas of Expertise
Retirees and those approaching retirement will have a hard time finding an advisory firm better equipped to serve them and their families than Moisand Fitzgerald Tamayo, and Dan is one reason why. A glimpse of his expertise can be found in his writings. For the general public, he has been a regular contributor of Q&A columns for Florida Today since 2005 and MarketWatch, a personal finance site of the Wall Street Journal, since 2013. Click these links to see some of Dan Moisand’s MarketWatch articles and Florida Today articles.
The press and the financial planning profession rely on him for answers as well. From 2010 through 2021, he was a monthly contributor of a column about advising retirees for Financial Advisor magazine. He was a professional issues columnist for the Journal of Financial Planning from 2008-2015 and served as the Practitioner Editor for the Journal of Financial Planning in 2020 and 2021. He has also been published in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Niewuwsbrief financiele planning (Netherlands), on Network FP (India), and the 4EJournal (Malaysia) among others. He is a two time winner of the Journal of Financial Planning‘s Call for Papers competition. He is a frequent source to a variety of publications and media and has appeared in Smart Money, NY Times, Wall Street Journal, Forbes, and USA Today among others.
