2018 NAPFA Fall Conference Speaker
Charlie Fitzgerald is a financial planner, principal and founding member of Moisand Fitzgerald Tamayo, LLC, a full service, fee-only, financial planning and wealth management firm with offices in Orlando and Melbourne, Florida. The firm was established in 1998 and currently manages over $550 million in client assets. In 2016 and 2017, MFT was identified by Financial Times as a Top 300 Registered Investment Advisor firm in the U.S. Charlie is serving in his fourth year as a Board Director for the Certified Financial Planner Board of Standards, Inc. He is also a member of the Campaign Development Committee for the CFP Board’s Center for Financial Planning since 2015. Charlie has been a CFP® professional since 1992. He graduated with honors from the University of Florida with a Bachelor of Science in Business Administration, majoring in Finance. He has over 35 years of experience in the financial services profession, including 13 years as a business and financial manager for AT&T. His advice has been featured in various local and national media outlets including newspapers, radio and television stations and national magazines. In 2009, Charlie received the Financial Planning Association’s “Heart of Financial Planning Distinguished Service Award” for his work as a founder and leader of the FPA of Florida. During his 10 years of service to the FPA of Florida, Charlie served as president three times and chairman twice. Most notable was his work to advance the goals of the association by advocating for Florida’s citizens, financial planners and CFP® professionals to Florida’s elected officials and regulators. Charlie has over two decades of leadership and civic involvement through his church, community and profession. He and his wife, Lisa, have been married for 30 years and have three adult children and one grandchild.