Orlando, Fla. - November 23, 2004 - Dan Moisand, Certified Financial Planner and principal of Central Florida-based wealth management and retirement services firm, Spraker, Fitzgerald, Tamayo & Moisand, LLC has been named president-elect of the Financial Planners Association (FPA) for 2005. His term begins January 1 as president-elect of the Executive Committee, followed by two additional years as president and chairman, respectively.
As president, Moisand will be the spokesperson for the FPA, traveling around
the country to communicate with members, state and regional chapters and consumer
and professional media. Additional responsibilities include appointing board
advisors and presiding over executive committee meetings. FPA presidents are
often called upon to testify in front of Congress
"There is no more significant role in financial planning that an independent
practitioner could take on," says Moisand. "The FPA has already made
an impact in the world of finance and I feel privileged to have the opportunity
to help so many people."
Having served on the National Board of Directors of the Financial Planning Association as well as Chairman of their National Professional Issues Subcommittee, Moisand is a qualified choice for the prestigious position.
Moisand has over 14 years experience in asset management and financial planning and has been 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. His advice has been featured on CNNfn and ABCNews.com's Financial Makeover. Moisand was also featured in the Movers & Shakers issue of Financial Planning magazine as one of the most influential people in the financial planning profession.
Formed in 2000, the Financial Planning Association is the largest membership
organization for the financial planning community. FPA members include individuals
and companies that are dedicated to helping people through the financial planning
process. For more information, visit www.fpanet.org.
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 estate planning, investment management, 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 Maitland and Melbourne and can be reached at 407-869-6228 or online at www.SprakerFitzgerald.com.
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