Investment Advisor Names Moisand to Most Influential List

Orlando, Fla. – May 9, 2006 – 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 joins an elite list of financial professionals including, Christopher Cox, Chair of the Securities and Exchange Commission; Ben Bernanke, Chairman of the Federal Reserve; and John Boehner, House Majority leader. 

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 15 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.

 

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 $190 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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