Carlos Dias Jr. is a first-generation college graduate and a financial advisor based in Orlando, Florida. He founded Dias Wealth, LLC to provide his clients with comprehensive financial planning, including tax strategies, investment advisory, and asset protection. With a multicultural background, he is fluent in Portuguese and Spanish and has a passion for helping clients navigate the complexities of finance.
Why you should book Carlos Dias Jr. for your next event
- Expertise: As a personal finance expert and financial advisor, Carlos Dias Jr. has a wealth of knowledge and experience in the field of finance. He can provide valuable insights and strategies for attendees to help them achieve their financial goals.
- Personalized Approach: Carlos Dias Jr. takes a personalized approach to financial planning and advising, tailoring his recommendations to each client’s unique circumstances and goals. He can offer customized advice for event attendees based on their specific needs.
- Multicultural Perspective: With a multicultural background and fluency in Portuguese and Spanish, Carlos Dias Jr. brings a unique perspective to financial planning and advising. He can offer insights and advice that take into account the diverse cultural backgrounds and experiences of attendees.
Carlos Dias Jr. is a financial advisor and founder of Dias Wealth, LLC, a firm dedicated to providing clients with comprehensive financial planning. With over 20 years of experience in the industry, Carlos specializes in tax strategies, financial and estate planning, investment advisory, and asset protection. He takes a personalized approach to each client, tailoring his recommendations to their unique circumstances and goals.
Born in New Jersey to immigrant parents of Portuguese and South-American ancestry, Carlos grew up in a multicultural home and learned to speak Portuguese and Spanish at an early age. He attended Daytona State College as a first-generation college student while simultaneously establishing a local management and consulting company.
Carlos is a sought-after speaker and has been featured in various media outlets, including Fox Business News, CNBC, and Forbes. He is committed to empowering his clients to achieve their financial goals and is dedicated to helping them navigate the complexities of the financial world.
See keynotes with Carlos Dias Jr.