About Carlos Dias Jr.

Carlos Dias Jr. is the Founder and President of Dias Wealth, LLC, and has earned recognition as a 2025 Rising Star by InvestmentNews. With a rare ability to simplify advanced financial strategies, he supports business owners, executives, retirees, high-income professionals, and both professional and student-athletes across the country. His expertise spans advanced tax planning, retirement and estate planning, investment advisory, and asset protection, delivered with a focus on transparency, clarity, and long-term strategy.

As a nationally syndicated columnist for Kiplinger, Carlos provides accessible financial guidance to a wide readership. His commentary is regularly featured in leading outlets including Forbes, Bloomberg, CNBC, The Wall Street Journal, USA Today, and more than 100 additional platforms. These appearances reflect his commitment to empowering individuals with information that helps them make informed financial decisions, regardless of complexity.

A Speaker Who Makes Strategy Clear

Carlos is known for his engaging, direct speaking style. Fluent in Portuguese and Spanish, he brings cultural adaptability and an inclusive approach to audiences nationwide. He has presented to multiple CPA societies, universities, and Fortune-level organizations, offering keynote sessions and webinars tailored to financial professionals, attorneys, business leaders, and teams seeking to strengthen their fiscal decision-making.

His sessions cover a wide range of topics, from minimizing tax exposure to building sustainable retirement plans and preparing strategic estate structures. Carlos’ presentations stand out because he grounds every concept in practical, real-world application. Audiences walk away with tools they can use immediately, whether they are managing business transitions, navigating investment decisions, or planning for multigenerational wealth.

Expertise for Athletes & NIL Markets

A significant part of Carlos’ work focuses on professional athletes and the fast-growing world of Name, Image, and Likeness (NIL). At Dias Wealth, he offers athletes a structured and transparent approach to financial education, helping them understand how to protect, grow, and sustain wealth throughout their careers and beyond.

For student-athletes entering the NIL space, Carlos provides guidance on evaluating opportunities, managing income responsibly, and avoiding long-term pitfalls. His insights help young athletes build habits that support financial stability while navigating brand partnerships, sponsorships, and sudden income shifts. For professional athletes, he blends tax strategy, asset protection, and long-term planning to ensure a balanced and secure financial future.

Topics Carlos Frequently Covers

• Advanced tax-reduction strategies.
• Retirement and estate planning structures.
• Asset protection for high-income professionals.
• Investment advisory fundamentals and portfolio strategy.
• NIL guidance for student-athletes.
• Wealth sustainability for professional athletes.
• Financial education for teams, firms, and organizations.

Why Book Carlos Dias Jr. for Your Event

Event organizers choose Carlos because he brings clarity to challenging topics without oversimplifying them. His sessions resonate with CPAs, EAs, attorneys, financial professionals, corporate leaders, and athletic organizations that need actionable, compliant, and forward-thinking strategies. His experience across diverse industries and his presence in top national media ensure that audiences receive insights grounded in both expertise and real-world relevance.

Whether your event centers on tax strategy, wealth planning, business leadership, or athlete education, Carlos delivers content that inspires informed action. He equips audiences with the tools they need to navigate today’s financial landscape with confidence, making him a powerful choice for keynotes, breakout sessions, virtual presentations, and educational programs.