Daniel Moisand is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Moisand Fitzgerald Tamayo, LLC in Melbourne, FL and the surrounding communities.
You have a right to engage a trusted advisor, directly and completely independent of any financial services company. In a world where conflicts of interest, poor strategies, and thousands of products abound, your family’s interests can be best served by such an advocate.
You deserve a sanctuary from the noise. In a world where the 24/7 media spews a deluge of information about the chaotic economic, financial, and political environments, you are more likely to make sound decisions about your money in a setting of calm and reason.
You need experts. In a world where personal financial issues become increasingly complex, we can help discern the true from the false, the practical from the useless, the probable from the merely possible, and the applicable from the merely interesting. Your family’s unique circumstances can be better served with such expertise.
Moisand Fitzgerald Tamayo, LLC is a truly independent financial advisory firm. When we say we work for you, it is not a slogan but a literal fact. We are paid only by clients, not financial services firms. Because of this, you can have confidence that all products, strategies, and tactics we recommend are made with only your interests in mind and stand on their own merit.
You may love working with us if you want:
+ Friendly experts working only for you, never for a commission or a kickback
+ Advisors who believe eliminating conflicts of interest is superior to merely disclosing those conflicts
+ To minimize the amount of time and attention you spend on business and financial news, preferring instead to let experts discern the newsworthy from the noise
+ A team that can sift through the deluge of rules, regulations, product pitches, and financial information to identify what is relevant to you
Moisand Fitzgerald Tamayo, LLC is a registered investment advisor regulated by the U.S. Securities and Exchange Commission.
Dan Moisand's clients are typically retired or about to be retired.
Other significant client groups include individuals serving as trustees and persons that have recently come into money. Trustees are subject to specific regulations and can reduce their personal liability by working with Moisand. Persons who have recently had large increases in net worth have a unique set of challenges Moisand helps address through specialized services.
Mr. Moisand has been providing advice since 1991 and has one of the finest set of credentials you will see. Highlights include being the subject of a two page profile in The History of Financial Planning (Wiley & Sons, 2009) and a mention as a notable in the Lifetime Achievement category of Financial Planning magazine’s 2011 Influencer Awards. In 2013, Investment News named him one of 15 people that "transformed the business of advice" in the publications 15th Anniversary Issue. Moisand is widely regarded as one of the country's top experts in managing the finances of retirees and providing investment management for individual trustees. At various times, he has been featured as a top advisor by Wealth Manager, Investment Advisor, Financial Advisor, Accounting Today, Financial Planning, Investment News, and Research magazines.
He is an active writer and a two-time winner of the Journal of Financial Planning Call for Papers competition. Moisand is now a regular columnist for the Journal of Financial Planning, Financial Advisor, MarketWatch, and Florida Today. His polite yet uninhibited speaking style has garnered him invitations to speak to other financial planners on five continents. In 2013, on behalf of FPA, he co-lead a delegation of financial planners to India after co-leading similar groups to China in 2011 and Russia in 2008.
65
I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...
Read More >
Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...
Read More >
Sometimes life doesn’t go according to plan, and sometimes what we’ve set aside for retirement must be used earlier than expected due to a job...
Read More >
One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
Read More >
Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
Read More >
When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the people who...
Read More >
How does one get off this ride? 2011 was another year of market moving headlines. We saw the tsunami and nuclear disaster in Japan. Osama Bin...
Read More >
Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...
Read More >
So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...
Read More >
Given the mobility enjoyed by individuals today, divorce across borders is becoming increasingly prevalent. It is also one of the most...
Read More >
