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Dan Moisand, CFP®

Principal
Moisand Fitzgerald Tamayo, LLC

Dan Moisand has been featured by a slew of financial planning related publications as one of America’s top advisors. In 2019, he was highlighted as one of the “twenty most influential men and women” in an issue of InvestmentNews that focused on the 50th anniversary of the start of the financial planning profession. He currently serves the profession as Chairman of the Board of Directors of CFP Board.

His prior service includes stints as national President of the Financial Planning Association (FPA), Practitioner Editor of the Journal of Financial Planning, three years on the CFP Board of Practice Standards creating the first set of practice standards for financial planning, Chairman of the CFP Board’s Discipline and Ethics commission, and as a member of the Board of Trustees for the Foundation for Financial Planning. A frequent presenter at conferences and events in the U.S., Dan has also spoken to planner groups on six continents and in recent years has led delegations of U.S. planners to Russia, China, India and Australia on behalf of the FPA.

Dan was a professional issues columnist for the Journal of Financial Planning from 2008-2015 and is a two-time winner of the Journal of Financial Planning‘s Call for Papers competition. From 2010-2022, he was a monthly contributor of a column about advising retirees for Financial Advisor and has been writing a Q&A column for MarketWatch since 2013. He is a frequent source to a variety of publications and media on financial planning techniques and issues surrounding the development of the financial planning profession.

Disclosure information not submitted.

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