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Daniel Tobias (CFP®)

Daniel Tobias focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Dan Tobias took a different path to becoming a CERTIFIED FINANCIAL PLANNER™ professional. After graduating college, he and his wife Jillian methodically saved for a 21-month trip around the world.

Dan's real world experience of planning for and achieving a unique goal guides his ability to zero in on hidden challenges, find creative solutions, and shape long term strategies that help clients get from where they are to where they want to be. His years as a world traveler also bring the firm valuable insight into investing in international and emerging economies.

Dan began his career in Washington, D.C. as a member of the financial management practice of IBM Global Business Services. He graduated with honors from The George Washington University where he earned a Bachelor of Science in Economics and a Bachelor of Arts in International Affairs.

As a goal-driven student of life, Dan's always looking for the next challenge, competing in adventure races, marathons, and off-road triathlons. These days, he finds plenty of adventure right at home, as the father of twins Amira and Nora and their younger brother Samuel.

Additional Information

Passport Wealth Management works with a variety of different people to help unload the burden of their personal financial planning.  Visit us at http://passportwm.com/

NAPFA Start Date

November 21, 2014

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

17505 W Catawba Ave Ste 200 Cornelius, NC 28031-8060 Phone: (704) 457-0060
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