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CFP Board Selects 2023 Chairman

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This article originally appeared on FinancialPlanning.com by Dina Hampton.

The CFP Board elected Daniel Moisand as its 2023 board chairman, the certifying and standard-setting organization announced today.

A principal at Moisand Fitzgerald Tamayo in Melbourne, Florida, Moisand is a 30-year industry veteran who has logged two decades on the board’s practice and standards, disciplinary and ethics committees. He has been a CFP Board board member since 2020 and sits on its Code and Standards Enforcement Committee.

“Dan Moisand is an outstanding choice to lead the CFP Board,” says Knut Rostad, co-founder and president of the Institute for the Fiduciary Standard, in an email. Rostad says both Moisand’s temperament and CV put him in sync with the new SEC commissioner and the Biden administration.

You can read the full article on FinancialPlanning.com.

Dan Moisand

 

Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.

The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”

Watch the video of Moisand speaking here.

Bob Veres

 

Bob Veres is a long term observer of financial planning. His Newsletter, “Inside information” Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.

"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."

- Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture