Daniel Moisand becomes chairman-elect of Certified Financial Planner Board of Standards

On Behalf of | Aug 13, 2021 | CFP Board

Florida financial planner Daniel Moisand has become chairman-elect of the Certified Financial Planner Board of Standards, Think Advisor reports.

The board of directors of the CFP Board recently announced the election of Moisand, who is a principal and financial adviser at Moisand Fitzgerald Tamayo LLC. The CFP Board is the organization that sets and enforces standards for the certification of financial planners.

Moisand has spent over three decades in the financial planning industry, while also playing a major role in the CFP Board’s standards and enforcement programs.

He served on the Board of Practice Standards from 1999 to 2001, where he helped draft and introduce the first practice standards for CFP professionals.

In 2008, Moisand became chair of the CFP Board’s Disciplinary and Ethics Commission, reviewing and taking action against alleged violations of the field’s ethical and practice standards.

Since 2020, he has served on the CFP Board’s board of directors, and is currently the chair of CFP Board’s Code and Standards Enforcement Committee. He was elected to his new role at the board’s most recent meeting.

“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 current CFP Board of Directors Chair Douglas King in a statement. “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.”

Moisand said he was honored at his election, adding “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.”

Lewitas Hyman represents financial professionals, financial institutions and investors in investment loss, employment and disclosure matters, and in regulatory investigations. Contact us by phone at (888) 655 6002 or through our online contact form for a free consultation.

Share This