About
Carlos Dias Jr. is a Personal Finance Expert, Financial Advisor and founder of Dias Wealth, 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.
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.
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