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Carlos Dias Jr.

Dias Wealth
Founder and CEO
carlos@diaswealth.com
(407) 801-2244

Diaswealth

Carlos Dias Jr. is the founder and lead advisor at Dias Wealth, a financial advisory firm headquartered in Lake Mary, Florida but working with clients nationwide. With a deep commitment to helping clients achieve their financial goals, Carlos brings extensive experience in investment management, tax planning, estate planning, and asset protection. His expertise spans a diverse clientele, including business owners, retirees, lottery winners, and professional athletes.

Carlos is known for his fiduciary approach, ensuring all advice and recommendations are made with the client’s best interests in mind. He emphasizes transparency and collaboration, working closely with clients to develop customized financial strategies that align with their unique needs and aspirations. Under his leadership, Dias Wealth has earned a reputation for excellence and trustworthiness in the financial advisory industry.

Carlos’s expertise and engaging speaking style have made him a sought-after speaker at various CPA societies across the United States. His presentations often focus on innovative tax strategies, retirement planning, and asset protection, providing valuable knowledge to accountants, attorneys, and financial professionals. Carlos is known for his dedication to educating professionals on complex financial topics. His ability to simplify intricate financial concepts has earned him a reputation as a trusted educator and advisor.

Carlos is a proud recipient of the CPAacademy.org Top Presenter award for 2022 and 2023.

 

    

About Us: At Dias Wealth, our team works with clients from many backgrounds plan for a successful financial future. We provide real solutions that can help you make better financial decisions with a full range of investment management options, including tax, financial, charitable, asset protection, and estate planning services.

Upcoming Webinars

INTRODUCTION TO ANNUITIES IN 2025

INTRODUCTION TO LIFE INSURANCE IN 2025

THE A, B, C, AND D'S OF MEDICARE AND RETIREMENT IN 2025

Self-Study CPE

AN ADVANCED LOOK INTO ANNUITIES IN 2025

AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024

AN ADVANCED LOOK INTO LONG-TERM CARE IN 2025

ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024

ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2025

AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2024

AVOIDING THE 7 DIFFERENT RETIREMENT RISKS IN 2025

CDs VS. ANNUITIES: WHAT ARE THE DIFFERENCES IN 2024?

DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2024

FINANCIAL TOOLS TO FUND LONG-TERM CARE IN 2024

INTRODUCTION TO ANNUITIES IN 2025

INTRODUCTION TO LIFE INSURANCE IN 2025

INTRODUCTION TO LONG-TERM CARE IN 2025

INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024

INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2025

RETIREMENT, CHALLENGES, AND OPPORTUNITIES UNDER THE BIDEN TAX PLAN IN 2024

THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2024

THE DIFFERENCES BETWEEN LIFE INSURANCE & ANNUITIES IN 2025

THE SECURE ACTS: 2024 UPDATED CHANGES AND PLANNING STRATEGIES