NAPFA Fall 2021 National Conference Speaker
Daniel Moisand
Dan Moisand has been featured by a slew of financial planning related publications as one of America’s top advisors. In 2019, he was highlighted as one of the “twenty most influential men and women” in an issue of InvestmentNews covering the 50th anniversary of the start of the financial planning profession. He currently serves the profession as a member of the Board of Directors of CFP® Board and as Practitioner Editor of the Journal of Financial Planning.
A past national President of the Financial Planning Association (FPA), served three years on the CFP® Board of Practice Standards and was 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 for the FPA.
A past national President of the Financial Planning Association (FPA), served three years on the CFP® Board of Practice Standards and was 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 for the FPA.
Watch for all the details coming on NAPFA 2022 Events
