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Carlos Dias Jr. is a multilingual wealth advisor, public speaker, and founder of Dias Wealth based in the Orlando, Florida area. He offers strategic financial planning services to business owners, executives, retirees, and professional athletes nationwide.
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 accountants and attorneys as an instructor for CPAacademy.org.
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.
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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