Dan Tobias - Passport Wealth Management

Reviews (1)

• ISO financial advisor experienced with inheritance

  March 2020

  We've worked with Dan Tobias at Passport Wealth Management for about 2 years, as have my parents. We are a couple in our mid-30s with one child, and my parents are in their mid-60s and just retired this past summer. Dan is extremely knowledgeable and professional in terms in terms of managing funds and other financial aspects. What we've all come to appreciate most, though, is his ability to help us focus on the long term goals and what we want our futures to look like, having our finances serve us instead of us serving our finances. He is located in North Carolina, so our interactions have been mostly virtual, which has never been an issue. He is easy to get in touch with and prompt at returning emails and calls and does make the occasional trip to NYC, where we've met him in person. We've really enjoyed getting to know him. His information is: Dan Tobias Passport Wealth Management dan@passportwm.com tel: (704) 457-0060 direct: (704) 727-2465 17505 W Catawba Ave #280 | Cornelius, NC 28031