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Daniel Tobias, CFP®

We help people live with passion, turning inspiration into reality.

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Passport Wealth Management Daniel Tobias, CFP®
Cornelius, NC

Serving Clients Nationwide

We help people live with passion, turning inspiration into reality.

(704) 457-0060

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Socially Responsible Investing
  • Taxes

About Me

Hi, I'm Daniel Tobias. 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 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 on the Board of Directors of Temple Kol Tikvah in Davidson, NC.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

17505 W. Catawba Ave, Suite 200, Cornelius, NC 28031

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call or an in-person meeting in my Lake Norman office. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Passport Wealth Management is a fee-only client-fiduciary financial planning firm. We believe that the trust of our clients is our most valuable asset. That’s why we hold ourselves to the highest industry standards for transparency.

As a fee-only firm, we are beholden only to our clients – we earn no commissions, fees or kickbacks from anyone. Being a fiduciary means that we always put our clients’ interests ahead of our own, acting with prudence and never misleading clients about investment advice or opportunities. Daniel is required to sign a fiduciary oath.

Our Story

Financial planning matters most when it helps you live the life you deserve. Passport Wealth Management grew out of the personal goal of Daniel Tobias, who dreamed of taking a long-term trip around the world.

After years of dedicated saving and effective financial management, he and his wife spent 21 months traveling the world. The experience proved to be more than a trip, it was a tipping point that gave Daniel his passion to pursue a career in financial planning.

We believe that effective financial management, planning, and advice can be your passport to achieve whatever your financial dreams may be.

Our Services

✔️ Investment Management

Investment management that reflects your lifestyle.

✔️ Retirement Planning

Getting a clearer picture of retirement with data and support.

✔️ Tax Efficient Investing

Make a difference in the way your assets are taxed by the government.

✔️ ESG Investing

Seeking out funds that make use of ESG data.

✔️ Factor Based Investing

An evidence-based approach to holistic financial planning and investment management.

Education

The George Washington University, Bachelor of Science in Economics; Bachelor of Arts in International Affairs

Badges

Hobbies and Interests

  • Camping
  • Cycling
  • Family
  • Hiking
  • Traveling

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Travel Lovers

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.