Daniel B. Moisand,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel B. Moisand, CFP®


Moisand Fitzgerald Tamayo, LLC

6767 N Wickham Rd, Ste 500
Melbourne, FL 32940
(321) 253-5400 CONNECT WITH Daniel
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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.

Financial Advisor Overview

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. ALL of our owners are local residents. 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.


Financial Advisor Experience

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. See https://moisandfitzgerald.com/dan-moisand/ for more about Dan

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications


Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management, Retirement, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources