Moisand to Represent FPA at Mutual Fund Summit

Melbourne, Fla. - December 19, 2003 - Dan Moisand, principal and Certified Financial Planner with wealth management and retirement services firm, Spraker, Fitzgerald, Tamayo & Moisand, LLC has been chosen to represent the Financial Planning Association at the upcoming Mutual Fund Summit. The summit is scheduled for January 24, 2004 at the University of Mississippi School of Law.

Moisand was chosen from the FPA Board based on his experience with writing the Certified Financial Planner Board's Practice Standards and service to the FPA's Government Relations and Professional Issues Committees.

“The opportunity to represent the core values of the Financial Planning Association to discuss the historic situation of mutual funds is such an honor,” says Moisand. “This summit will reiterate the most important rule of investment advising, which is to protect the interest of the client.”

The summit aims to address issues facing mutual funds today, as they have become Americans’ choice of investment. In response to recent allegations of investment misconduct, the Security and Exchange Commission has announced a series of rulemaking initiatives to protect shareholders from the fund industry’s biggest scandal in history. The SEC is slamming the door on a mutual fund practice that has allowed illegal fund arbitrage, late trading, market timing (short term trading to exploit pricing inefficiencies), and other frauds to flourish. For the first time in the industry’s history, shareholder advocates, regulators, and industry representatives will join together in a two-hour public forum to discuss the SEC’s comprehensive reforms of fund laws and map the future of the fund industry in America.

The Mutual Fund Summit, sponsored by the Financial Planning Association, National Association of Personal Financial Advisors, and the Zero Alpha Group, will feature key policy makers and leading experts from industry, government and academia from all over the country. Joining Moisand to represent financial advisors and the financial planning profession are Board Member and Government relation liaison for the Financial Planning Association, Jeff Buckner and Brent Brodeski of ZAG, and Michael Joyce of the National Association of Personal Financial Advisors.

Moisand has over 13 years experience in asset management and financial planning and was recently named one of the 250 Best Financial Advisors in the country by Worth magazine and among America’s Top Practitioners in the JK Lasser tax book, New Rules for Estate and Tax Planning. Moisand was also featured in the Movers & Shakers issue of Financial Planning magazine as one the most influential professionals in financial planning.

Spraker, Fitzgerald, Tamayo & Moisand, LLC offers comprehensive wealth management services to individuals in or near retirement, corporate executives, professionals, business owners, and other high net worth individuals. The firm, registered with the U.S. Securities and Exchange Commission, offers financial planning, investment management, estate planning, cash flow and income tax strategies, and retirement planning. Spraker, Fitzgerald, Tamayo & Moisand, LLC currently manages a combined total of more than $102 million. They operate out of offices located in Melbourne and Maitland and can be reached at 321.253.5400 or online at www.SprakerFitzgerald.com.