Daniel Tobias, CFP®
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Serving Clients Nationwide
We help people live with passion, turning inspiration into reality.
Areas of Focus
- Employee Benefits
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Daniel Tobias, CFP®
Hi, I'm Daniel Tobias. I’m a second-generation CFP with a passion for helping families achieve financial freedom through strategic and comprehensive financial planning. I work with a wide variety of clients, from retirees to young families to Americans living abroad. My clients include business owners, entrepreneurs, and those in upper management positions at multi-national corporations with complex compensation packages. Some of my clients have specific financial goals in mind, others are looking to create generational wealth and financial freedom as they uncover their own passions for living life to its fullest.Why Am I A CFP?
My career began in Washington, D.C. with the Federal Deposit Insurance Corporation (FDIC) and later as a management consultant with IBM. Although my work was always interesting, it didn’t inspire me.
Thankfully, my wife was on board with doing something different, and we set a dream to travel the world. Together we made a plan to save for that dream and make our inspiration a reality. After spending years with a singular financial goal, we put our careers on hold and took the plunge. The next thing we knew, we were petting gray whales in Mexico, kicking off a 21-month trip through 50 countries around the globe.
The number one question I’m asked about that trip (even now, nearly 20 years later!) 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…I have a calling.
Today I have 10+ years of experience as a CERTIFIED FINANCIAL PLANNER ™ Professional and have put my family roots down in a place where we do the things we love. Today I have the change to help other families do the same.
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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
17505 W. Catawba Ave, Suite 200, Cornelius, NC 28031
Video
Meeting Options
- Video Conference
- In-Person
- Phone
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
Offers Tax Preparation
Yes
About Passport Wealth Management
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
Hobbies and Interests
- Camping
- Cycling
- Exercising
- Family
- Hiking
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Americans Living Abroad
- Baby Boomers
- BIPOC
- Business Owners
- Corporate Executives
- Dual Income Family
- Expats
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Intergenerational Families
- LGBTQ Couples
- Living in Retirement
- Non-Traditional Clients
- Parents
- Single Women
- Travel Lovers
- Widow
- Women in Transition
- Young Families
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