Daniel Tobias
CFP®
Passport Wealth Management
Financial Advisor
Daniel Tobias
CFP®
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®
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 retirement planning, and investment management with a focus on tax planning and ESG investing 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
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Daniel Tobias is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Daniel Tobias is a NAPFA-Registered Financial AdvisorThe 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.
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Daniel Tobias is a Member of the XY Planning NetworkThe 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.
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Daniel Tobias Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
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Daniel Tobias is Quoted in the Wall Street Journal: "How to Boost Your Credit Score Despite the Economy’s Woes "
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Daniel Tobias is Quoted on BankRate.com: "How to save for retirement"
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Daniel Tobias is Quoted in MarketWatch: "After Apple and Tesla’s stock splits, read this before jumping in "
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Daniel Tobias is Quoted on CBS News: "Trump administration moves to squash "socially responsible" investing"
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Daniel Tobias is Quoted on CNN.com: "How to get money overseas (without getting burned by fees)"
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Daniel Tobias is Quoted in the New York Times: "My Husband Paid Off My Debt. Why Does That Still Make Me So Uncomfortable?"
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Daniel Tobias is Quoted on CNBC: "What financial advisors, investors could expect from a Charles Schwab-TD Ameritrade merger"
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Daniel Tobias is Featured in the SunSentinel: "Davie couple uses simple techniques to save $80,000 to travel the world"
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Daniel Tobias is quoted in the Chicago Tribune: "Start the new year off right financially"
Contact Daniel Tobias
Office Locations:
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17505 W Catawba Ave
Suite 200
Cornelius, NC 28031
