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As President-elect of the Financial Planning Association, Dan Moisand traveled to San Diego for the organization’s annual conference. The FPA San Diego 2005 program is a chance for professionals with many years of experience to share thoughts and concerns in the growing industry. As did Dan Moisand, addressing a crowd of over 3,000 financial planners, Dan discussed the increasing importance of differentiating financial planners from portfolio managers.
“We made the statement that planners understand their responsibility to their clients is profound and given that responsibility, real financial planners are willing to be held to an appropriately high standard. The primary aim on which this Association was founded is to foster the value of financial planning and advance the financial planning profession.”
The conference provided invaluable resourced for the financial planning community covering global and national issues, growing trends and important milestones surrounding the profession.
About Spraker, Fitzgerald, Tamayo & Moisand, LLC
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 $145 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.
| Melbourne Office: 6767 N. Wickham Road Suite 400 Melbourne, FL 32940 Tel: 321-253-5400 Fax: 321-757-3344 |
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