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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