What You Need to Know
- Board of Directors elected Moisand to the new role at its July meeting.
- Moisand has served on the board since 2020.
- Moisand said he looks forward to building awareness of CFP certification.
Dan Moisand, a principal and financial advisor at Moisand Fitzgerald Tamayo, LLC in Melbourne, Florida, has been elected chair of the Certified Financial Planner Board of Standards for 2023. He will serve as chair-elect for 2022.
“Dan has a distinguished career as a leader in the financial planning profession and brings great passion to the Board of Directors as a steward of our competency standards, ethics and enforcement programs,” said CFP Board of Directors Chair Douglas King in a statement.
The Board of Directors elected Moisand to the new role at its July meeting. Current Chair-Elect Kamila Elliott will serve as chair of the Board of Directors in 2022.
Moisand added that he’s “honored to have been elected Board Chair-elect by my colleagues on the Board of Directors. CFP certification is the recognized standard of excellence for competent and ethical personal financial planning. I look forward to working with fellow Board members to continue raising the bar for the profession while building awareness of CFP certification and access to CFP professionals, for the public’s benefit.”