Dan Moisand is a fee-only financial advisor in our Melbourne, Florida office and regarded by many as one of America’s top financial advisors for retirees and near retirees. A happily married father of two, he was the 2023 Chairman of the Board of Directors of CFP Board, the body that grants the CERTIFIED FINANCIAL PLANNER^® and CFP® credentials to 100,000 professionals in the U.S., is a past national President of the Financial Planning Association, and has been featured as one of America’s top financial planners by at least 10 financial planning publications.