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Dan Moisand
Dan Moisand-Moisand Fitzgerald Tamayo
Job title
Principal
Company/organization
Moisand Fitzgerald Tamayo
Wealth Think
About

Dan Moisand is a planner and principal at Moisand Fitzgerald Tamayo in Orlando, Fla. Moisand is a former president of the Financial Planning Association.

Areas of expertise
Regulatory actions and programsRegulatory guidance
CONTRIBUTED STORIES
  • Wealth Think Regulation BI is BS

    The commission’s draft fails miserably as a consumer protection measure for the public and actually makes matters worse.

    August 3
    Dan Moisand
    Dan Moisand
    Moisand Fitzgerald Tamayo
  • Wealth Think When all in the family is too close for this advisor’s comfort

    What’s a planner to do when clients say their child, a new advisor, is asking them to invest?

    June 15
    Dan Moisand
    Dan Moisand
    Moisand Fitzgerald Tamayo
  • Wealth Think DoL uncertainty: What to do now

    Adviser Dan Moisand was surprised by the decision not to delay the fiduciary rule further. But he wasn’t put off. Here’s why.

    May 23
    Dan Moisand
    Dan Moisand
    Moisand Fitzgerald Tamayo
Load More
CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.