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. 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.
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The debate as to which standard should prevail for financial advisors has raged for years now, although it's very far under the radar as far as...
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Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
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It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
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Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...
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In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the...
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In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...
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Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...
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Owning a home has long been part of the American Dream. But given today’s economic realities and the risks associated with real estate...
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Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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