Dan Moisand Named CFP Board Chair-Elect for 2022

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.”

From 1999-2001, Moisand served on CFP Board’s Board of Practice Standards, helping to draft and promulgate the first Financial Planning Practice Standards for CFPs.

In 2008, he served as Chair of CFP Board’s Disciplinary and Ethics Commission, reviewing and taking appropriate action with respect to alleged violations of the ethical and practice standards for CFPs.

Since 2020, he has served on the board since 2020 and currently serves as chair of the Code and Standards Enforcement Committee (formerly the Appeals Committee).