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News Release

Daniel Moisand, CFP® Elected 2022 CFP Board Chair-Elect

July 29, 2021

The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Daniel Moisand, CFP® as its 2022 Board Chair-elect.

Moisand is a principal and financial advisor at Moisand Fitzgerald Tamayo, LLC in Melbourne, Florida and has more than three decades of financial planning and investment experience. He has made considerable contributions to CFP Board’s work:

  • From 1999-2001, he served on CFP Board’s Board of Practice Standards, helping to draft and promulgate the first Financial Planning Practice Standards for CFP® professionals.
  • 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 CFP® professionals.
  • Since 2020, he has served on the Board of Directors of CFP Board, and currently serves as Chair of CFP Board’s Code and Standards Enforcement Committee (formerly “Appeals Committee”).

Daniel Moisand BOD“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 S. King, CFP®. “We look forward to his continued leadership and contributions to CFP Board and to the next generation of CFP® professionals as we set, administer, and enforce certifications standards that warrant public trust.”

“I’m honored to have been elected Board Chair-elect by my colleagues on the Board of Directors,” said Moisand. “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.”

Moisand is a past national president and chair of the Financial Planning Association and served as a Trustee of the Foundation for Financial Planning from 2014-2019. He earned his bachelor’s degree in finance from Florida State University and has been a CFP® professional since 1994.

The Board of Directors elected Moisand to the new role at its July 2021 meeting. Current Chair- Elect Kamila Elliott, CFP® will serve as Chair of the Board of Directors in 2022, and Moisand will become Chair of the Board in 2023.

about cfp board

Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms as the standard for financial planning, CFP® certification is held by more than 90,000 people in the United States.

contact

John Pappas
Director of External Communications
202-379-2252
jpappas@cfpboard.org