About - Carlos Dias Jr. | Personal Finance Expert, Speaker, Writer, & Contributor

CARLOS DIAS JR.

Carlos Dias Jr. is a Personal Finance Expert, Financial Advisor and founder of Dias Wealth, LLC based in the Orlando, Florida area. He concentrates his practice in the areas of tax strategies, financial, and estate planning, investment advisory, and asset protection.

Born in New Jersey to immigrant parents of Portuguese and South-American ancestry, he grew up in a multicultural home and learned to speak Portuguese and Spanish at an early age. From the beginning, Carlos aspired to intertwine his leadership skills and passions for the financial industry with his education. He established a local management and consulting company in 2001 at the same time that he commenced his studies as a first-generation college
student at Daytona State College.

Carlos achievements

Since 2005, Carlos has devoted himself to thoroughly learning about all aspects of wealth management across a variety of careers. However, the pivotal moment of his career occurred when he began to work with large financial services companies like Bankers Life and Casualty Company in 2005 and New York Life Insurance Company in 2007. At that time, Carlos felt restricted in the products he could offer clients.

In 2007, he launched his own financial services company, Dias & Associates.

In 2007, he launched his own financial services company, Dias & Associates, which focused primarily on retirees and business owners. For a few years he developed a passion for retirement planning and helped a variety of clients—from individuals to executives—become educated on finding the best products and financial plan for their lifestyle to ensure a successful and fulfilling retirement. By 2011, he started to specialize in strategic tax planning, investment advisory, and wealth management. Carlos started focusing on developing creative strategies that combined tax strategies and effectively balanced a financial portfolio. He worked with and taught CPA’s strategies in tax planning, charitable planning, Roth IRA conversion planning, Social Security tax reduction, and small business strategy planning so that their clients, especially business owners with hefty tax problems, could have the most efficient portfolios to enhance their future goals.

Carlos had always admired athletes and their commitment to their craft

(Something he emulated in his own career) and realized that he could combine his passion for sports and entertainment with his knowledge of wealth management to generate a long-term career. He noticed that athletes and entertainers experienced little loyalty and devotion from their financial advisors in enhancing their earnings or helping them progress financially for a successful future at the end of their careers. Furthermore, he has worked with sports agents and professional athletes directly to discover that they accumulated their wealth in a relatively short span, were in an extremely competitive market handling constant business offers, faced more financial hurdles with their travels and all the different laws per location they visited, and so forth.

Carlos emerged with MVP Wealth in 2011 devoted to professional athletes

Carlos emerged with MVP Wealth in 2011, which handles all aspects of wealth management and long-term planning for professional athletes and entertainers who ultimately face more complications, risks, and potential challenges than would a regularly employed individual and therefore need the most care and protection.

Carlos is recognized for his ability in making intricate financial and tax planning issues understandable and is regarded for his devotion and commitment to the diverse needs of high net worth clients. He consults high net worth individuals, accredited investors, business owners, lottery winners, as well as other professionals including doctors, attorneys, professional athletes and celebrities. Additionally, he has hosted educational workshops for business owners, retirees, as well as retired NFL and NBA athletes.

Carlos has also maintained a philanthropic legacy with his work

Besides his career passions, Carlos has also maintained a philanthropic legacy with his work. His charitable activities include: supporting non-profit foundations such as the Brandon Meriweather 31 Ways Foundation, Devin Hester Foundation, Vince Carter Embassy of Hope Foundation, and many others. He is as a former board member of the Flagler County Education Foundation, Darrell Armstrong Foundation for Premature Babies, and NFL Alumni Central Florida Chapter. Currently, Carlos is a Contributor for Kiplinger and has contributed for Forbes, MarketWatch, Investopedia, and TheStreet,. He has been quoted or featured in 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 Portuguese and Spanish.

Carlos began instructing frequently to attorneys and accounts

Although Carlos has hosted numerous events with attorneys and accounts since 2010, he began speaking and instructing regularly in 2018 to organizations such as CPA Academy, myCPE, SkyLearn and has been an expert on topics at the Florida Society of Enrolled Agents, Michigan Association of Certified Public Accountants (CPAs). He will be speaking at many others in the near future including the Tennessee Society of CPAs, New Hampshire Society of CPAs, Hawaii Society of CPAs, Texas Society of CPAs, Delaware Society of CPAs, and Massachusetts Society of CPAs.

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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

"Carlos did an excellent job in discussing the life insurance basics. This is my second webinar with Carlos. He comes across as very knowledgeable and articulate."

 5/5

"The speaker Carlos was very informative regarding the varies types of insurance. (The good, the bad and the ugly). I could have use his help many years ago on this."

 5/5

"Extremely knowledgeable presenter who gave so many alternatives in choosing types and combinations of life insurance. Wanted to ;hear his seminar before to purchase life insurance, even from a family member."

 5/5

"Carlos gave a thorough review of why clients need life insurance, the various types such as term, whole life, universal, and various others. he listed the pro and cons for each policy. Excellent presentation."

 5/5

"This course will get you ready to be able to understand the ins and outs of various life insurance polices (i.e. whole life, universal life, variable life, term life, etc.)... Carlos is an insurance guru and wonderful instructor!"

 5/5

"Awesome! Informative without the "Sales Pitch". Only time I have heard a life insurance salesman say "for investment purposes, invest in your retirement plan first till you max those out and then get into life insurance products for investment purposes"."

 5/5

"I thoroughly enjoyed and appreciated the webinar as I have always had confusion about the subtle differences between the various different life insurance products. It was interesting to learn what types of brokers and agents are authorized to sell which specific products."

 5/5

"Carlos Dias Jr. did a fantastic job with this presentation. I loved that he built in comparisons of pros and cons with the various life insurance products and also providing real life examples. He is very knowledgeable. I will recommend this to everyone who will want to gain more knowledge on how life insurance and how it works. Definitely helpful to help you know when you or your clients are being lied to from popular sale pitches !"

 5/5

Instructor is very knowledgeable. Great overview. I work in a finance function not close to product / sales structure, and this has been very helpful to me.

 5/5

This was expanding on a prior course and repetition is meaningful to enforcing the understanding.

 5/5

An excellent webinar relating to relevant tax and financial planning issues.

 5/5

Always impressed by this speaker and his availability and accomplishments. Truly impressive.

 5/5

This was an EXCELLENT presentation! The presenter did a great job taking his time to explain the content of the materials being presented. I learned a lot of great information. Thank you so much!!

 5/5

Great CPE - instructor was very knowledgeable and explained topics so everyone could easily understand.

 5/5

This webinar is excellent. It certainly puts the fear in you about investment advisors and what to watch out for. Speaker is very knowledgeable and engaging. Thank you!

 5/5

The webinar was super interesting. It was surprising to learn about all the different licenses and what the main ones mean.

 5/5

CARLOS DIAS JR.

Carlos achievements

Professional Reviews

CPA ACADEMY

Other

Sue Cabrera

"Carlos did an excellent job in discussing the life insurance basics. This is my second webinar with Carlos. He comes across as very knowledgeable and articulate."

Sharon Harper

"The speaker Carlos was very informative regarding the varies types of insurance. (The good, the bad and the ugly). I could have use his help many years ago on this."

Gloria Smith

"Extremely knowledgeable presenter who gave so many alternatives in choosing types and combinations of life insurance. Wanted to ;hear his seminar before to purchase life insurance, even from a family member."

James Barnes

"Carlos gave a thorough review of why clients need life insurance, the various types such as term, whole life, universal, and various others. he listed the pro and cons for each policy. Excellent presentation."

ANTHONY PAONE

"This course will get you ready to be able to understand the ins and outs of various life insurance polices (i.e. whole life, universal life, variable life, term life, etc.)... Carlos is an insurance guru and wonderful instructor!"

Miles Schmidt

"Awesome! Informative without the "Sales Pitch". Only time I have heard a life insurance salesman say "for investment purposes, invest in your retirement plan first till you max those out and then get into life insurance products for investment purposes"."

Richard Roche

"I thoroughly enjoyed and appreciated the webinar as I have always had confusion about the subtle differences between the various different life insurance products. It was interesting to learn what types of brokers and agents are authorized to sell which specific products."

Mercy Akintounde

Kelli Rozinek

Instructor is very knowledgeable. Great overview. I work in a finance function not close to product / sales structure, and this has been very helpful to me.

Ruth Baker

This was expanding on a prior course and repetition is meaningful to enforcing the understanding.

michelle gregonis

An excellent webinar relating to relevant tax and financial planning issues.

Kari Faherty

Always impressed by this speaker and his availability and accomplishments. Truly impressive.

Antonette Colon

This was an EXCELLENT presentation! The presenter did a great job taking his time to explain the content of the materials being presented. I learned a lot of great information. Thank you so much!!

Alyssa Wozniak

Great CPE - instructor was very knowledgeable and explained topics so everyone could easily understand.

Emily Lawrence

This webinar is excellent. It certainly puts the fear in you about investment advisors and what to watch out for. Speaker is very knowledgeable and engaging. Thank you!

marlene Baker

The webinar was super interesting. It was surprising to learn about all the different licenses and what the main ones mean.

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