You deserve to live well. Let’s make it happen.
Daniel Tobias, CFP®, PPC®
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 as the President of Temple Kol Tikvah in Davidson, NC.
Chris Hardy EA, CFP®
Chris Hardy holds a Bachelor of Science in Business from Lee University in Cleveland, TN and continued his education by earning additional specialty designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®), enrolled agent, Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Chris is also a fellow of the National Association of Enrolled Agents’ National Tax Practice Institute™ program.
Chris is active nationally as a speaker at many industry events and educational institutions on topics ranging from tax compliance to investment management. His expertise has been relied upon for articles in The Wall Street Journal, Forbes, CNBC.com as well as many others. He also is a regular contributor to the educational websites NerdWallet and Investopedia.
Chris currently serves on the board of the National Association of Enrolled Agents, Executive Director of the Georgia Association of Enrolled Agents, President Elect of the Financial Planning Association of Georgia and formerly as Treasurer of the Southern Region of the National Association of Personal Financial Advisors (NAPFA).
Chris is not a Registered Investment Advisor with Passport Wealth Management and only partners with Passport for the purposes of tax prep and planning.
Molly Ward is completing her CERTIFIED FINANCIAL PLANNER™ Certification through Western Carolina University’s CFP® Registered Program. Molly’s prior professional experience includes credit analysis for business banking and relationship management. She is a member of the National Association of Personal Financial Advisors (NAPFA) and Kingdom Advisors®.
Molly has a passion for financial literacy which is what lead her to pursue her CFP®. She is actively involved in financial literacy events and outside of works she enjoys ballet, Crossfit, hiking and spending time on Lake Norman with her family.
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 else. 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 each year. View Daniel’s actual fiduciary oath by clicking here.