Daniel Tobias

CFP®, PPC®

Passport Wealth Management

Financial Advisor

I can work with clients anywhere!

Daniel Tobias

CFP®, PPC®

Passport Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Daniel Tobias, CFP®, PPC®

704-457-0060

Fee-Only Financial Advisor serving Charlotte, NC and the entire Lake Norman region including Concord, Huntersville, Cornelius, Davidson, and Mooresville.

Daniel Tobias is a Charlotte, NC fee-only financial planner practicing near Lake Norman. Passport Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Passport Wealth Management is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

My career began in Washington, D.C. I finished studies at George Washington University, then moved from the Federal Deposit Insurance Corporation (FDIC) to a career as a management consultant with IBM. Although the work I did was always interesting, it wasn’t what I would or could call a calling or a passion. I needed a goal.

Thankfully, my wife Jillian was on-board with the idea of leaving it all behind to travel the world, so that’s what we did. After spending years with a singular financial goal, careers were put on hold, the plunge was taken and next thing we knew we were petting gray whales in Mexico on day one of a trip through 50 countries around the globe over 21 months. Then we came home.

I was a new person in need of a new career; I wasn’t interested in opening a travel agency and that meant financial planning was the next logical choice. Why you ask? The number one question I’m asked about that trip is how we paid for it! When it comes down to it, my career today is about helping others realize their own goals—retirement, travel, education, lifestyle, etc.—and that’s just what I had done for myself. Bringing that experience to my career, to help others do the same, means I no longer have a career…this is a calling.

I joined my father in Florida and followed his footsteps to become a CERTIFIED FINANCIAL PLANNER ™ Professional. Later, with three children—Amira, Nora and Samuel—Jillian and I decided it was time to leave Florida and put down roots in a place where we could spend more time doing the things we loved to do like whitewater kayaking, mountain biking, hiking and camping. Although my first position in North Carolina was a rewarding one, I wanted to focus more of my time working with people and helping them achieve their dreams. Out of that desire Passport Wealth Management was born.

Education & Experience

Daniel Tobias graduated magna cum laude from The George Washington University with a B.S. in Economics and a B.A. in International Affairs.  He has been a National Association of Personal Financial Advisors  (NAPFA) certified CFP® Professional since 2014 and has always worked as a fee-only advisor, believing that only by holding himself to the highest standard in the industry can he ask clients for their trust. Daniel has spoken nationally on financial planning practice management and has served on the NAPFA South Regional Board. Daniel is an active member of his community and currently serves as the President of Temple Kol Tikvah in Davidson, NC.

Daniel Tobias is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Passport Wealth Management information coming soon

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Generation X and Y
  • Growing Families
  • Business Owners and Executives
  • Novice Investors
  • Retirees and Near Retirees

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Daniel Tobias is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Daniel Tobias is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Daniel Tobias is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Professional Plan Consultant
    Daniel Tobias is a Professional Plan Consultant™

    Advisors specifically interested in building their retirement plan advisory business pursue the Professional Plan Consultant® (PPC®) Designation. This training course teaches advisors a framework for managing successful and compliant 401(k) plans. Those who successfully earn their PPC® Designation demonstrate to clients and prospects their knowledge of ERISA requirements for employer-sponsored retirement plans and their ability to carry out plan services with a fiduciary standard of care.

Contact Daniel Tobias

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Office Locations:

  • 17505 W Catawba Ave
    Suite 280
    Cornelius, NC 28031

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