Investment Advisor Names Moisand to Most Influential List

Orlando, Fla. – May 1, 2007 –For the second consecutive year Dan Moisand, certified financial planner and principal of wealth management and retirement services firm, Spraker, Fitzgerald, Tamayo & Moisand, was named to Investment Advisor magazine’s “IA 25,” a list of the most influential people surrounding the financial planning profession. Moisand once again joins an elite list of financial professionals including, Christopher Cox, chair of the Securities and Exchange Commission; Mary Schapiro, chairman and CEO, NASD; and California Governor Arnold Schwarzenegger.

Accordingly Moisand was selected based on his accomplishments as a financial planner, including his leadership within the Financial Planning Association (FPA). As president of FPA, Moisand has played an active role in the suit against the Securities and Exchange Commission, demanding higher standards for brokers and dealers.

The article also notes Moisand’s two Journal of Financial Planning writing awards and his dedication to providing unbiased financial advice to his respected clients.

Moisand has over 16 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. In 2006, Accounting Today magazine listed Moisand as one of the most influential in financial planning. His advice has been featured on ABCNews.com’s Financial Makeover, as well as in Wall Street journal, Forbes, USA Today, and Newsweek. Moisand was also acknowledged in the “Movers & Shakers” issue of Financial Planning magazine as one of the most influential people in the financial planning 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 $230 million. They operate out of offices located in Maitland and Melbourne and can be reached at 321.253.5400 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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