Moisand to Address 3,000 Financial Planners at Annual Conference in Seattle

Orlando, Fla. – September 6, 2007 – Dan Moisand, certified financial planner, principal of wealth management and retirement services firm, Spraker, Fitzgerald, Tamayo & Moisand, and national chairman of the Financial Planning Association (FPA), will address 3000 financial planners at FPA’s annual conference in Seattle, September 8-11. 

The FPA Seattle 2007 program is a chance for seasoned professionals to share best practices with a diverse group of colleagues from around the globe. Dan will discuss how financial planners can help advance their own profession by working for greater accountability and consumer protection.

“Members of FPA have a long history of consumer advocacy and are in a strong position to initiate change,” says Moisand. “Client protection, education and service remain key focus areas for our industry.”

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.

Moisand has over 17 years experience in asset management and financial planning. In 2002, Financial Advisor magazine dubbed him a “Future Star” and Worth magazine named him one of the 250 best advisors in America. He was named among the profession's most influential practitioners as one of Financial Planning magazine’s 2003  "Movers & Shakers" and for the last two years, in Investment Advisor magazine's "IA25" along side such notables as Christopher Cox, chair of the Securities and Exchange Commission; Ben Bernanke, chairman of the Federal Reserve; and John Boehner, then House Majority leader. He is a past President and current national Chairman of the Financial Planning Association.

Spraker, Fitzgerald, Tamayo & Moisand, LLC was recently named to Orlando Business Journal’s list of largest financial planning firms. They offer 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 $240 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.

 

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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