Daniel B. Moisand

Further information about Daniel B. Moisand:

Daniel B. Moisand has been advising individuals on how to best manage their money and particularly their investments since 1990. He has received extensive recognition within the financial planning profession. In 2002, Financial Advisor magazine dubbed him a "Future Star" and Worth magazine named him one of the 250 best advisors in America. He was named among the profession's most influential practitioners as one of Financial Planning magazine's 2003 "Movers & Shakers."

In 2006 and 2007, he appeared on lists of the most influential people in financial planning for both Investment Advisor magazine and Accounting Today, along side such notables as Christopher Cox, chair of the Securities and Exchange Commission and Ben Bernanke, chairman of the Federal Reserve. In 2007, he served as national Chairman of the Financial Planning Association (FPA), the membership organization for the financial planning community.

Moisand is an active writer and is the only two-time winner of the Journal of Financial Planning's national Call for Papers Competition. His writings can also be found in publications such as Financial Advisor, Financial Planning, Investment Advisor, Solutions, Advising Boomers, Florida Today, and Wealth Manager.

Known for an entertaining yet thoughtful way of sharing his wisdom, he is frequently quoted by a variety of media including Business Week, ABCNews.com, CBS Market Watch, Forbes, USA Today, Time Magazine and The Wall Street Journal. His uninhibited style has garnered invitations to speak to planner and consumer groups on five continents.

Compensation and Fee Structures:

Fee Only We are a fee-only firm and are paid directly by our clients. There are no sales incentives or kickbacks and there is no third-party compensation of any kind for our financial planning and wealth management services. We work for you, literally and legally.

We are paid only for as long as you wish to retain our services, so we strive to demonstrate our value each and every day. We are proud of our role as fiduciaries, providing support and service with the objective of achieving your financial goals.

Licenses, Certifications & Affiliations:

- Certified Financial Planner License
- Financial Planning Association of Central Florida
- National Association of Personal Financial Advisors

Education:

Bachelor of Science in Finance, Florida State University

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Further information about Moisand Fitzgerald Tamayo, LLC:

(Size of firm: 0-9 advisors)

At Moisand Fitzgerald Tamayo, LLC, we have the honor of maintaining long-lasting, successful relationships with our clients. We do so by ensuring our clients enjoy a high level of personal service and by utilizing proven, sophisticated wealth management strategies. We also strive to make certain there is a proper fit between a potential client and our firm.

Your unique situation is served by every member of our team. Before you invest with us, we "invest" in you. We take the time to understand your goals, aspirations, resources, obstacles, and concerns. Your financial plan and investment strategy is then crafted as a collaborative effort between you and our team of experienced researchers and planners.
Crucial decisions are weighed carefully by the firm's principals, all seasoned veterans and Certified Financial Planner licensees.

Our firm is structured to maximize your peace of mind. We have eliminated virtually all the conflicts of interest facing people who receive financial advice. We are independent, working for no one but our clients. We utilize transparent third party reporting methods so you can easily track your holdings and activity. We manage assets based upon written policies we establish in collaboration with you. Our firm is registered with the Securities and Exchange Commission, making us fiduciaries to our clients. We never change our fiduciary "hats" to become sales people.