Who We Are
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.
You deserve to live well. Let’s make it happen.
Fee-Only
Fiduciary
Personal
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The Passport Wealth ManageMent Team
Daniel Tobias, CFP®
Daniel Tobias, CFP®
My career began in Washington, D.C. I finished studies at George Washington University, then moved from the Federal Deposit Insurance Corporation (FDIC) to a career as a management consultant with IBM. Although the work I did was always interesting, it wasn’t what I would or could call a calling or a passion. I needed a goal.
Thankfully, my wife Jillian was on-board with the idea of leaving it all behind to travel the world, so that’s what we did. After spending years with a singular financial goal, careers were put on hold, the plunge was taken and next thing we knew we were petting gray whales in Mexico on day one of a trip through 50 countries around the globe over 21 months. Then we came home.
I was a new person in need of a new career; I wasn’t interested in opening a travel agency and that meant financial planning was the next logical choice. Why you ask? The number one question I’m asked about that trip 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…this is a calling.
My career began in Washington, D.C. I finished studies at George Washington University, then moved from the Federal Deposit Insurance Corporation (FDIC) to a career as a management consultant with IBM. Although the work I did was always interesting, it wasn’t what I would or could call a calling or a passion. I needed a goal.
Thankfully, my wife Jillian was on-board with the idea of leaving it all behind to travel the world, so that’s what we did. After spending years with a singular financial goal, careers were put on hold, the plunge was taken and next thing we knew we were petting gray whales in Mexico on day one of a trip through 50 countries around the globe over 21 months. Then we came home.
I was a new person in need of a new career; I wasn’t interested in opening a travel agency and that meant financial planning was the next logical choice. Why you ask? The number one question I’m asked about that trip 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…this is a calling.
I joined my father in Florida and followed his footsteps to become a CERTIFIED FINANCIAL PLANNER ™ Professional. Later, with three children—Amira, Nora and Samuel—Jillian and I decided it was time to leave Florida and put down roots in a place where we could spend more time doing the things we loved to do like whitewater kayaking, mountain biking, hiking and camping. Although my first position in North Carolina was a rewarding one, I wanted to focus more of my time working with people and helping them achieve their dreams. Out of that desire Passport Wealth Management was born.
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. Daniel is an active member of his community and currently serves on the Board of Directors of Temple Kol Tikvah in Davidson, NC.
Christopher Lee
Christopher Lee
I grew up in Nashville, Tennessee where I was exposed to the financial planning industry at a young age through my father. After tossing aside my childhood dream job of riding on the back of a trash truck, I set my sights on a career in financial planning around the age of 16. This ambition led me to the University of Georgia for their strong financial planning program. I graduated Summa Cum Laude with a Bachelors in Business Administration in Economics. I immediately transitioned into graduate school at the University of Georgia where I graduated top of my class with a Masters of Science in Financial Planning. Amid these years, I was incredibly fortunate to have many experiences that cemented my commitment and enthusiasm for financial planning. I was blessed to have three internships with RIA firms, serve as the President of the UGA Student Financial Planning Association, assist over 600 students as a graduate teaching assistant in the Introduction to Personal Finance class, serve local clients through the UGA pro bono ASPIRE clinic, and was recognized as the sole recipient of the Thomas Cochran Emerging Leader award for 2022.
I grew up in Nashville, Tennessee where I was exposed to the financial planning industry at a young age through my father. After tossing aside my childhood dream job of riding on the back of a trash truck, I set my sights on a career in financial planning around the age of 16. This ambition led me to the University of Georgia for their strong financial planning program.
What is a Fee-Only Fiduciary?
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.
View Daniel’s actual fiduciary oath by clicking here.
Have questions about fee-only, client-fiduciary or other terms? Click here.
More information on our ethical standards and fiduciary oaths:
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