Ron  Tamayo,  CFP<sup>&reg;</sup> - Financial Advisor

Ron Tamayo, CFP®

Principal

Moisand Fitzgerald Tamayo, LLC

300 S Orange Ave, Suite 1170
Orlando, FL 32801
FINANCIAL ADVISOR'S WEBSITE
(407) 869-6228 CONNECT WITH Ron
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General

Ron Tamayo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Moisand Fitzgerald Tamayo, LLC in Orlando, FL and the surrounding communities.

Financial Advisor Overview

Ron Tamayo, CFP®, EA is a Principal and founding member of Moisand Fitzgerald Tamayo, LLC, a private wealth management firm that oversees $600 million in client assets. He specializes in retirement planning, investment management and tax reduction strategies for corporate executives and business owners. He is a Certified Financial Planner™ Licensee and an Enrolled Agent with over 30 years experience in financial planning and tax compliance. Ron currently serves on the Editorial Review Board of the Journal of Financial Planning. He also served for two years as a member of the Journal’s Editorial Advisory Board. Ron is a member of the National Association of Personal Financial Advisors, the nation's leading organization of fee-only comprehensive financial planning professionals. He also proudly served as past Chairman and President of the Financial Planning Association of Central Florida and served as an Executive Committee member of the Central Florida Estate Planning Council. Moisand Fitzgerald Tamayo, LLC is widely recognized as one of the leading wealth management firms in the country. Recently, the firm was recognized as one of the 2019 Best Places To Work for Financial Advisors by Investment News and part of Orlando Business Journal's 2019 Fast 50 Fastest Growing Privately Held Companies in Central Florida.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - IRS Enrolled Agent

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business Taxes, Investment Management, Retirement, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources