Free On Demand Event

After spending years working towards a singular financial goal, Daniel Tobias, CFP®, PPC, and his wife did something many only ever dream of: they put their careers on hold and set off on an epic adventure, traveling across 50 countries around the globe over 21 months.

Then they came home. Daniel was a new person in need of a new career, and financial planning was the next logical choice. Why? The number one question he was asked about that trip is how he paid for it! So with that, Daniel followed in his father's footsteps and became a Certified Financial Planner™ Professional. He wanted to focus more of his time working with people and helping them achieve their dreams. Out of that desire Passport Wealth Management was born. Daniel’s career today is about helping others realize their own goals—retirement, travel, education, lifestyle. Bringing that experience to his career, to help others do the same, means he no longer has a career…he has a calling.

Isaiah Douglass, CFP®, felt there was a better way to work with dentists and veterinarians to provide financial advice and guidance and thus, ID Financial Planning & Wealth Management was born. Isaiah has always believed that good financial information should be accessible to more than just those who are already financially successful. Today’s world has continued to grow more complicated, and everyone’s focus is stretched thin. Isaiah believes a financial advisor’s job is to provide advice and guidance to help make the decisions clients would make themselves if they had the expertise.