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.

As a CERTIFIED FINANCIAL PLANNER™ Professional, Daniel Tobias has a diverse set of skills and responsibilities.   Dan started his career with IBM in the Business Consulting and Financial Services Divisions where he worked with several federal and state agencies to improve their technology and efficiencies.  Dan also brings a hefty global perspective as he and his wife spent 21 months traveling around the world in 2009-2010; something they won’t soon repeat with their twin daughters, Amira and Nora, their son Samuel, and their lab Waldo.

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:

  • 301 McCullough Dr
    Suite 400
    Charlotte, NC 28262

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