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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In The News

Passport Wealth Management’s Daniel Tobias has been interviewed and featured by publications and media on various personal finance and financial planning topics.

Daniel Tobias was interviewed on WSGE’s ‘For Your Health And Well Being: Personal Finances During COVID19’.

Listen to the interview on SoundCloud here.

Daniel Tobias was interviewed by CNN for an article on getting money overseas without high transaction fees.

Read more here.

Daniel Tobias was interviewed by CNBC on ‘What financial advisors, investors could expect from a Charles Schwab-TD Ameritrade merger’.

Read the article here.

Daniel Tobias provided insight on how to share finances in a marriage.

Read the article here.

ThinkAdvisor, an industry publication, interviewed Daniel Tobias on performance differences between sustainable (ESG) and traditional portfolios.

Read the full article here.

Daniel Tobias was interviewed on inheritance by MoneyTalksNews.

Read more here.

Bankrate interviewed Daniel Tobias on ‘How to Save For Retirement?’

Read the full article here.

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