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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This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...
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My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s...
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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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When it comes to building a solid and comprehensive financial plan, it's critical to get a sense of your tolerance for risk. Most tools that...
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We are bombarded daily with tens of thousands of decisions. In the first half hour of the day, hundreds of decisions hit us. What clothes to...
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I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...
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Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...
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Last month, I participated in Accounting for Kids Day in Cincinnati, Ohio. Accounting for Kids is a non-profit that seeks to help local school...
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Volatile global financial markets, political issues, budgetary concerns, unemployment, debt crises, etc. These headlines can heighten your...
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A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...
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