2019 Spring Conference Speaker
Daniel Moisand
Dan Moisand is first and foremost, a husband and a father. A NAPFA member since 2000, he is also one of the financial planning profession’s most respected voices advocating for financial planning as a true profession.
A slew of financial planning related publications have featured him as one of America’s top advisors. In June of 2013, he was named one of 15 people that "transformed the business of personal financial advice” by InvestmentNews.
A past national President of the FPA, his service to the profession also includes three years on the CFP Board of Practice Standards writing the original set of Practice Standards and acting as Chairman of the CFP Board’s Discipline and Ethics commission in 2008. A frequent presenter at conferences and events in the U.S., Dan has also spoken to planner groups on six continents and in recent years has led delegations of U.S. planners to Russia, China, India and Australia on behalf of the FPA. He is a current member of the Board of Trustees for the Foundation for Financial Planning.
A slew of financial planning related publications have featured him as one of America’s top advisors. In June of 2013, he was named one of 15 people that "transformed the business of personal financial advice” by InvestmentNews.
A past national President of the FPA, his service to the profession also includes three years on the CFP Board of Practice Standards writing the original set of Practice Standards and acting as Chairman of the CFP Board’s Discipline and Ethics commission in 2008. A frequent presenter at conferences and events in the U.S., Dan has also spoken to planner groups on six continents and in recent years has led delegations of U.S. planners to Russia, China, India and Australia on behalf of the FPA. He is a current member of the Board of Trustees for the Foundation for Financial Planning.
Watch for all the details coming on NAPFA 2022 Events
