Daniel Moisand (CFP®)

Daniel Moisand focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Estate & Generational Planning Issues
  • Generation X
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Dan Moisand is a fee-only financial advisor in our Melbourne, Florida office and regarded by many as one of America’s top financial advisors for retirees and near retirees. A happily married father of two, he was the 2023 Chairman of the Bard of Directors of CFP Board, the body that grants the CERTIFIED FINANCIAL PLANNER™ and CFP® credentials to 100,000 professionals in the U.S., is a past national President of the Financial Planning Association, and has been featured as one of America’s top financial planners by at least 10 financial planning publications. More about Dan

NAPFA Start Date

August 29, 2000

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This Office

300 South Orange Avenue, Suite 1170 Orlando, FL 32801 Phone: (321) 253-5400 Fax: (407) 869-6558

Other Offices

6767 N Wickham Rd Ste 500 Melbourne, FL 32940-2027 Phone: (321) 253-5400 Fax: (407) 869-6558