About My Practice
Many of Charlie Fitzgerald's clients are retired or planning ahead to retirement. These clients wish to secure their cash flow, minimize taxes, develop a financial/retirement model and have their investments professionally managed.
Other significant client groups include individuals serving as trustees and persons that have recently come into money. Trustees are subject to specific regulations and can reduce their personal liability by working with Mr. Fitzgerald. Persons who have recently experienced large increases in their net worth have a unique set of challenges Mr. Fitzgerald helps address through specialized services.
Moisand Fitzgerald Tamayo, LLC is a wealth management firm providing financial planning and investment advisory services to wealthy families, retirees, corporate executives, professionals, and other high net worth individuals.Through client-specific financial analysis and investment research, our services are designed to secure your financial well-being for the long term. As your wealth manager, we are dedicated to delivering advice in a manner that is both confidential and consistent with your needs.
We are a registered investment advisor regulated by the U.S. Securities and Exchange Commission and manage approximately $300 million for our clients. Our Certified Financial Planners® have over 80 combined years of experience providing advanced investment, estate and retirement planning counsel.
Please visit us at www.moisandfitzgerald.com
Charles E. Fitzgerald, III, is a principal and founding member of the firm. He has been providing financial planning and investment services to corporate executives, business owners, retirees and trustees for over sixteen years.
His advice has been featured in various media sources including NBC WESH Channel 2, ABC WFTV Channel 9, Florida News Network, The Wall Street Journal, USA Today, the Orlando Sentinel, Financial Planning magazine, Dow Jones News Wire, CNN/Money magazine, Financial Advisor magazine, Wealth Manager magazine, Solutions (a supplement to the Journal of Financial Planning) and the Orlando Business Journal. He has also served as co-host on Orlando’s WDBO-AM 580 “Ask the Experts.”
Charlie is the Chairman and past President of the Financial Planning Association (FPA) of Florida. Charlie was the inaugural President of this state council in 2006 and 2007. He served as Chairman in 2008 and then from 2009 to 2011, he served as the Chairman of the Government Relations Committee. In 2009, Charlie was selected from a nationwide field of nominees within FPA’s 23,000 national members to receive their elite “Heart of Financial Planning Distinguished Service Award” for his work in the establishment of the FPA of Florida. In 2004 and 2005, Charlie was the President and Chairman of the FPA of Central Florida, and currently serves as Director.
Charlie graduated from the University of Florida with honors with a Bachelor of Science in Business Administration. He majored in Finance and was a member of the Phi Kappa Phi Honor . He began work in the profession in 1984 and acquired his Certified Financial Planner® certification in 1992. From 1983 to 1996, he was a Business and Finance Manager for AT&T.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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