Cfp® Daniel Tobias

Danny Daniel Tobias is a fee-only CERTIFIED FINANCIAL PLANNER™ Professional with a background in economics and international affairs from The George Washington University.

After a career shift from the Federal Deposit Insurance Corporation (FDIC) to management consulting with IBM, Danny took a leap with his wife Jillian to travel the world for 21 months through 50 countries.

Upon returning, he found his passion in financial planning, leveraging his own experiences to help others achieve their financial goals such as retirement, travel, education, and lifestyle.

With a focus on personalized financial planning, Danny listens to clients' needs, creates comprehensive financial plans, implements clear action steps, and collaborates with them over time for adjustments.

As the CEO and a CERTIFIED FINANCIAL PLANNER™ Professional at Passport Wealth Management, Danny has previously worked at Davidson Capital, Tobias Financial Advisors, and as a senior consultant at IBM, bringing a wealth of experience to his current role.

Danny's commitment to helping individuals navigate complex financial strategies, achieve big goals like early retirement or living abroad, and ensuring financial peace of mind sets him apart in the field of financial planning.