Dan Moisand

Compliance Officer at Moisand Fitzgerald Tamayo LLC

Commercial Services

Consumer Services

Finance

Profile

Daniel Brian Moisand is a financial advisor and principal at Moisand Fitzgerald Tamayo LLC since 2002.
He was the Chairman-Elect at Certified Financial Planner Board of Standards, Inc. from 2022 to 2023.
He was also the President of Financial Planning Association.
From 2014 to 2019, he served as a Trustee at Foundation for Financial Planning.
He completed his undergraduate degree from Florida State University in 1989.

Dan Moisand active positions

Companies	Position	Start
Moisand Fitzgerald Tamayo LLC Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.	Compliance Officer	2001-12-31

All active positions of Dan Moisand

Former positions of Dan Moisand

Companies	Position	End
Foundation for Financial Planning	Director/Board Member	2018-12-31
Financial Planning Association Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.	President	-
Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.	Chairman	-

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Training of Dan Moisand

Florida State University

Undergraduate Degree

Experiences
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Linked companies

Private companies	4
Financial Planning Association Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.	Commercial Services
Foundation for Financial Planning
Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.	Commercial Services
Moisand Fitzgerald Tamayo LLC Moisand Fitzgerald Tamayo LLC Investment ManagersFinance Moisand Fitzgerald Tamayo LLC (MFT) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Daniel Moisand, Charles Fitzgerald and Ronald Tamayo in 1998 under a different name. MFT provides financial planning and wealth management to a select group of families around the US.	Finance

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