Passport Wealth Management

A fee only financial planning firm in Cornelius, NC

Meet Daniel Tobias, CFP® Professional

Daniel Tobias is a CERTIFIED FINANCIAL PLANNER ™ Professional serving clients around the world from his Cornelius, NC office (just north of Charlotte). He regularly works with clients outside of the United States via virtual meeting platforms.

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.

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Passport Wealth Management

 

It’s your life.

Enjoy The Journey

Our Mission

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

Who We Are

Working Together

As a fee-only comprehensive financial planning firm, we work together with our clients to achieve their financial goals.  We provide personalized financial advice that is competent, professional and follows industry best practices.

We know the trust of our clients is our number one asset.

How we work:

Strategize

Tell us what matters to you and let’s make a plan on how you can get there.

Implement

Having a plan is a good step, but taking action is even better.

Adjust

Like the market, life has its ups and downs. We’ll make sure you’re on track.

Our Services

 Let’s Work Together

If you live life with passion and are serious about achieving your financial dreams, it may be time to work together.

Contact Us

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