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
- 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 DanNAPFA Start Date
August 29, 2000
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.