Daniel Tobias, CFP®, PPC Passport Wealth Management

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About 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 was 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 grey 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.

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Ideal Clients

  • Business Owner
  • Cross-Border/ Expatriate Issues
  • Early Retirees
  • Generation X

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Planning Fee: $200
  • AUM: 0.75%

SEC Records

States Registered

  • North Carolina

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