Dan Moisand

CFP®

Moisand Fitzgerald Tamayo, LLC

Senior Financial Advisor

Dan Moisand

CFP®

Moisand Fitzgerald Tamayo, LLC

Senior Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Dan Moisand, CFP®

(407) 869-6228 ext. 101

Fee Only Financial Advisor Serving Melbourne, FL, Orlando, FL and Clients Nationwide

Dan Moisand is a Melbourne, FL fee-only financial planner. Moisand Fitzgerald Tamayo, LLC provides comprehensive financial planning, investment management, and tax planning to help Baby Boomers, Gen X, corporate executives and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Dan Moisand is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Dan Moisand, is a CERTIFIED FINANCIAL PLANNER™ professional and regarded by many as one of America’s top financial advisors. He works on the team that serves retirees and near retiress in Melbourne, Orlando and Tampa, Florida. He is a happily married father of two great kids.

Retirees and those approaching retirement will have a hard time finding a firm better equipped to serve them and their families than Moisand Fitzgerald Tamayo and Dan is part of why that is the case. You can get glimpses of his expertise and thought processes by reading some of his writings. For the general public, he currently produces a monthly Q&A for Florida Today and a bi-weekly Q&A for MarketWatch, a personal finance site of the Wall Street Journal. You may access many of his most recent MarketWatch columns through his author page.

The press and the financial planning profession rely on him for answers as well. He is a frequent source to a variety of publications and media and has appeared in Smart Money, NY Times, Wall Street Journal, Forbes, and USA Today among others. He has produced dozens of columns for the Journal of Financial Planning and Financial Advisor magaine. He has also produced several pieces for Financial Planning, Investment Advisor, and Space Coast Business. He has even been published in Niewuwsbrief financiele planning (Netherlands) and on Network FP (India). He is the only two time winner of the Journal of Financial Planning‘s Call for Papers competition.

He is tapped for his expertise and opinions so often because of the career he has had.

Dan has over 30 years of experience but recognition began in 2002 when he was dubbed a “Future Star” by Financial Advisor magazine and made Worth magazine’s list of the top 250 Advisors in America. In subsequent years, he was named one of the most influential professionals in financial planning in a ”Movers and Shakers” issue of Financial Planning and twice more received similar honors from Investment Advisor and Accounting Today. He has been lauded as one of America’s top financial planners in Financial Advisor, Florida Today, Investment News, Journal of Financial Planning, Research, Solutions, Wealth Manager, and the Wall Street Journal Online.

More recently, for its 15th anniversary issue in June of 2013, Investment News named Dan one of the 15 people that “transformed the business of financial advice”.  He was the subject of a “10 Questions” interview in the April 2013 issue of the Journal of Financial Planning and a profile in the November 2012 issue of Financial Planning magazine. The pieces touch on a few of his career highlights, travels, advocacy for the financial planning profession, and expertise in retirement planning.

Moisand’s record as a financial planner and a leader within the financial planning profession made him the subject of a two-page profile in The History of Financial Planning (Wiley & Sons, 2009) and at just 44 years of age, he was mentioned as a notable in the Lifetime Achievement category of Financial Planning magazine’s 2011 Influencer Awards.

All of these accolades stem from the work he has done to increase professionalism among financial planners and the respect peers show him for how he works with clients. From 1999-2001, he served on the CFP Board of Practice Standards, helping to write the standards that apply to CFP licensees in the United States. In 2007, Dan completed five years of service on the national Board of Directors of the Financial Planning Association (FPA), including serving as its President and Chairman. In 2008, he was Chairman of the Discipline and Ethics Commission of the CFP Board, hearing misconduct cases involving CFP licensees and the standards he helped establish. From 2014-2019, he served as a Trustee of the Foundation for Financial Planning which supports pro bono planning programs throughout the US, many of which serve military families.

In May of 2013, he Chaired the task force organizing FPA Retreat in Palm Springs, CA. Retreat is one of Dan’s favorite conferences at which to speak or to attend and is FPA’s premiere meeting for the best and brightest thought leaders in the profession. Dan shares freely with his peers. His friendly style has garnered him speaking engagements to planner groups on five continents. On behalf of FPA, he has led delegations of financial planners to Russia (2008), China (2011), India (2013), and Australia (2018).

Through 2023, he will serve the financial planning profession as a member of the Board of Directors of CFP Board, the body that sets and enforces the requirements for CERTIFIED FINANCIAL PLANNER™ certification. 

Dan received his Bachelor of Science in Finance from Florida State University in 1989.

Dan Moisand is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Why choose us? Because you want your finances in the best shape possible. You want a proven team of experienced advisors who will identify the best course of action for your unique needs and circumstances.

MFT is one of the most highly acclaimed and decorated firms in the country. We are big enough to deliver an impressive breadth and depth of knowledge to help you keep your finances aligned with your vision, yet small enough to be highly attentive to our clients' needs. We have an extraordinarily high client retention rate and most of our new clients come from client referrals.

Personal finance has never been more complex. You deserve advice from bona fide experts who work solely for you, are objective, independent, and never get paid to sell you products.

If you become a client, you can expect:

·         Your vision for your family is our starting point. We will always focus on that vision.

·         You will get expert advice from some of the most experienced and highest-regarded advisors in the country. We are committed to maintaining leading-edge expertise.

·         You will be treated like family by a team dedicated to helping you get and keep your financial affairs in the best possible condition.

·         We will be “A Sanctuary from the Noise®.” You will not see a market barometer or breaking news on our website to create needless anxiety or clutter your financial thinking. With a sound financial plan, such fluctuating information is almost meaningless.

·         You will experience our unwavering commitment to your needs. We put our commitment in writing as few others can or will do.

·         You will receive clear and understandable communication with minimal jargon.

Your experience with an advisory firm is determined in large part by the interactions with the firm’s personnel. If we could highlight only one hallmark of MFT, it would be our staff’s tenure rather than the awards we’ve won, articles we’ve written, articles written about us, or leadership roles we’ve held within our profession. For instance, it has been over a decade since a Client Service Manager has left the firm. In a world where service personnel come and go frequently, this is remarkable. 

We strive to make MFT a great place to work. We hire smart people who relish working for the betterment of our clients. Employees stay with our firm because they have taken ownership of our mission to provide top-notch advice and service, and our clients respond to that care. 

As you can see in our January 2020 post, the financial planning community recognizes the talents of this firm. MFT has served clients well for decades, and is poised to continue to do so.

If you want proven, expert advice and world class service from a team with the breadth and depth to last through your lifetime and who show they truly care about their work and your well-being every day, MFT is the right firm for you. 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Dan Moisand

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Office Locations:

  • 6767 N. Wickham Road
    Suite 500
    Melbourne, FL 32940
  • 200 South Orange Avenue Suite 2025
    SunTrust Center
    Orlando, FL 32801
  • 401 E. Jackson Street
    Suite 3300
    Tampa, FL 33602

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