Suntree financial planner Moisand named to 2023 Hot List by Investment News
In addition, Forbes named Moisand Fitzgerald Tamayo to its 2023 list of the 250 Top Registered Investment Advisor firms in America.
Source: yahoo.com
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CFP Board Begins Publishing Disciplinary Details of Public Sanctions
The CFP Board’s Disciplinary and Ethics Commission previously released anonymized iterations of its sanctions, but now the Board will make the orders public.
Source: wealthmanagement.com
Moisand Fitzgerald Tamayo announces additions of Nash, Hunt to its ownership group
The wealth-management firm also celebrates its 25th anniversary.
Source: yahoo.com
LIfe-altering decisions best made in advance of aging's complications
Having a financial plan and knowing who'll help make decisions for you when you can't can take some of the anxiety out of aging.
Source: floridatoday.com
Elizabeth Miller, CFP® Elected 2024 CFP Board Chair-elect
/PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Elizabeth...
Source: prnewswire.com