Overview

Dan Moisand Tamayo is a seasoned financial advisor with 23 years of experience, serving clients in Orlando, FL, and beyond through Moisand Fitzgerald Tamayo. A Certified Financial Planner (CFP), Dan specializes in retirement planning, wealth management, and tax planning, allowing him to deliver comprehensive financial strategies tailored to each client's unique circumstances. Understanding that financial decisions can be overwhelming, Dan is dedicated to cutting through the noise of modern financial planning. He fosters close relationships with clients, guiding them to envision their financial futures while ensuring they stay organized and on track. Dan's commitment to a fee-only model eliminates conflicts of interest, ensuring that every recommendation truly serves the client's best interests. Whether helping mid-career families build for the future or assisting retirees in navigating complex financial landscapes, Dan approaches each situation with clarity and purpose, making the financial journey a collaborative and empowering experience.

Disclosures

Fee Structure

Work History

Other Business Activities

This advisor is also engaged in the following business activities: