Dan Moisand, CFP, is a principal at Moisand, Fitzgerald & Tamayo in Melbourne, Fla. He served as past president of the Financial Planning Association. He can be reached at [email protected].
Is The Financial Planning Profession In Peril?
October 1, 2019
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Nicely said, Dan, and necessary. I appreciate your candor.. There are things that need to be done and acts that need some cleaning up, but the profession is real. There are a few steps necessary to make it recognized as such. But those of us that practice need to keep working to follow the highest standards and advocate for the profession. Society will be better for it. Thanks for your thoughtful commentary. It is worthwhile to look back at what has been accomplished as opposed to always grousing about the issue of the day.