Charlie  Fitzgerald, III CFP<sup>&reg;</sup> - Financial Advisor

Charlie Fitzgerald, III CFP®

Partner

Moisand Fitzgerald Tamayo, LLC

200 S Orange Ave, Ste 2025
Orlando, FL 32801
FINANCIAL ADVISOR'S WEBSITE
(407) 869-6228 CONNECT WITH Charlie
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General

Charlie Fitzgerald is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and the surrounding communities.

Financial Advisor Experience

Charlie Fitzgerald is a principal and founding member of the firm. With the support of our team of experienced professionals, Charlie provides financial planning and wealth management services to high net worth individuals, corporate executives, business owners, retirees, and trustees.

Charlie recently completed a four-year term as a board director for the Certified Financial Planner Board of Standards, Inc. He has been a member of the Campaign Development Committee for the CFP Board’s Center for Financial Planning since 2015.

Charlie has been a CFP® professional since 1992. He graduated with honors from the University of Florida with a Bachelor of Science in Business Administration, majoring in Finance. He has over 35 years of experience in the financial services profession, including 13 years as a business and financial manager for AT&T. His advice has been featured in various local and national media outlets including newspapers, radio and television stations and national magazines.

In 2009, Charlie received the Financial Planning Association’s “Heart of Financial Planning Distinguished Service Award” for his work as a founder and leader of the FPA of Florida. During his 10 years of service to the FPA of Florida, Charlie served as president three times and chairman twice. Most notable was his work to advance the goals of the association by advocating for Florida’s citizens, financial planners and CFP® professionals to Florida’s elected officials and regulators.

Charlie has over two decades of leadership and civic involvement through his church, community and profession. He and his wife, Lisa, have been married for 31 years and have three adult children and one grandchild.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Florida
  • Health/disability insurance: Florida
  • Fixed annuities: Florida
  • Variable annuities: Florida

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

IMPORTANT NOTE ON LICENSING: Charlie holds a fee-only Florida (FL 2-15) insurance license. As a result, he has been granted the authority in Florida to perform analysis and give advice on life, health, disability, long term care and annuity policies. He is independent and unaffiliated with any agent, agency or insurance company. As a result, he receives no commissions or third party compensation with regards to his insurance advice.

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth

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