NAPFA Fall 2022 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 that focused on the 50th anniversary of the start of the financial planning profession. He currently serves the profession as Chair-elect of the Board of Directors of CFP Board.
Moisand’s prior service includes stints as national President of the Financial Planning Association (FPA), Practitioner Editor of the Journal of Financial Planning, three years on the CFP Board of Practice Standards, Chairman of the CFP Board’s Discipline and Ethics commission, and as a member of the Board of Trustees for the Foundation for Financial Planning. He has spoken to planner groups on six continents and led delegations of U.S. planners to Russia, China, India and Australia on behalf of the FPA.
Moisand’s prior service includes stints as national President of the Financial Planning Association (FPA), Practitioner Editor of the Journal of Financial Planning, three years on the CFP Board of Practice Standards, Chairman of the CFP Board’s Discipline and Ethics commission, and as a member of the Board of Trustees for the Foundation for Financial Planning. He has spoken to planner groups on six continents and led delegations of U.S. planners to Russia, China, India and Australia on behalf of the FPA.
Thank you for attending!
