SPEAKER &

CONTRIBUTOR

“Productivity shouldn’t be solely measured on immediate gratification.”

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About Carlos Dias Jr.

Carlos Dias Jr. is a multilingual wealth advisor, public speaker, and founder of Dias Wealth, LLC based in the Orlando, Florida area. He offers strategic financial planning services to business owners, executives, retirees, and professional athletes.

Carlos has become a point of reference and resource to attorneys and accountants, teaching them unique and creative ways to help their clients’ financial portfolios. Additionally, he actively hosts educational workshops and webinars for retirees as an instructor for myCPE and CPAacademy.

Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over several publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He’s also been interviewed on various radio and television stations. Carlos is fluent in both Portuguese and Spanish.

Areas Of Expertise

Retirement
Planing

Preserving assets in retirement after accumulation with a focus on sequence of returns risk and longevity.

ESTATE
PLANNING

Effectively transferring assets to future generations while saving money on taxes after death.

LONG-TERM
CARE

Healthcare for the incapacitated not covered by Medicare which may include government benefits.

FINANCIAL
PLANNING

Comprehensive evaluation of current and long-term financial objectives to effectively plan.

TAX
PLANNING

Analysis of a current financial situation in order to maximize tax deductions and minimize liability,

ASSET
PROTECTION

Legally protecting the assets of an individual or business before a lawsuit or creditor claim arises.

BUDGETING, DEBT AND SAVINGS

Part of financial planning involving the monitoring of expenses and reallocate to reserves.

CHARITABLE
PLANNING

Supporting a charity or cause while maximizing tax deductions and income for future generations.

ANNUITIES AND LIFE INSURANCE

Regulatory changes and properly implementing strategies while mitigating conflicts of interest.

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Million views worldwide
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Hours of speaking and live webinars
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Quotes, articles, radio, and tv interviews
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5-star reviews and feedback

Professional Reviews

CPA ACADEMY

Other

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CONTRIBUTOR PROFILES

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By Carlos Dias Jr.

July 28, 2021

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By Carlos Dias Jr.

July 28, 2021

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By Carlos Dias Jr.

July 28, 2021

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By Carlos Dias Jr.

July 28, 2021

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