Empowering clients to achieve financial success
USA
Carlos Dias Jr. is a financial advisor and founder of Dias Wealth, LLC. He specializes in tax strategies, financial planning, estate planning, investment advisory, and asset protection.
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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!!
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About Carlos
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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.
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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!
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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