Ron Tamayo

Further information about Ron Tamayo:

Ron Tamayo is a principal and founding member of the firm. He specializes in retirement planning, investment policy and tax reduction for corporate executives and business owners. He has more than 20 years of financial planning and tax compliance experience. He is Past Chairman and President of the Financial Planning Association of Central Florida and served as an Executive Committee member of the Central Florida Estate Planning Council.

Ron's expertise in financial planning has been recognized by the Journal of Financial Planning, where he serves on their Editorial Review Board. He also recently completed two years service as a member of the Journal's Editorial Advisory Board.

His planning advice has been featured in various national and local media including Smart Money Magazine, Florida Trend Magazine, Morningstar and the Orlando Sentinel. Ron earned a Bachelor of Science degree in Accounting from Orlando College and was an Adjunct Instructor of Financial Planning and Investments at the University of Central Florida.

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
- Central Florida Estate Planning Council

Education:

Bachelor of Science in Accounting, Orlando College

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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.