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

Over the years we have been blessed with recognition on a national level regarding the services provided from our Melbourne and Orlando offices. Within the last few years, Dan Moisand, CFP was named one of the best financial advisors in the United States by Worth magazine and one of the "most influential" people in financial planning by Financial Planning, Accounting Today, and Investment Advisor magazines. Moisand also served as the 2007 national Chairman of the Financial Planning Association. We are particularly adept at managing money during and just prior to retirement, assisting trustees and guardians, and advising persons with newly acquired wealth. We welcome inquiries.

NAPFA Start Date

August 29, 2000

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This Office

200 S Orange Ave Ste 2025 Orlando, FL 32801-3439 Phone: (407) 869-6228 Fax: (407) 869-6558

Other Offices

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