About
Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, in the Orlando, Florida, area, offering strategic financial planning services to business owners, executives, retirees and professional athletes. Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He’s also been interviewed on various radio and television stations. Carlos is multilingual, fluent in both Portuguese and Spanish. Read more at https://www.carlosdiasjr.com.
Firm Information
FirmDias Wealth, LLC
PositionPresident/CEO
Agency Typeria
Firm CRD#304465
About Firm
Individuals that have amassed a high net worth face unique issues when it comes to wealth management. You need a financial advisor that understands what you’re facing today as well as what you want to achieve tomorrow. Dias Wealth offers comprehensive wealth management that is specifically tailored to the experiences of top earners, C-level executives, doctors, lawyers, entertainers, athletes, and other elite professionals.
Firm Location
Professional Details
Advisor CRD#5315390
Fiduciary Yes — acts in your best interest
CompensationFee-Only
Designations
Licenses
Investment Information
SEC Form ADV View Form ADV →
Practice Focus
Specialties
- Business Management 4%
- Charitable Planning 4%
- Elder Care 4%
- Estate Planning 4%
- Executive Compensation 4%
- Family Business Planning 4%
- Financial Management 4%
- Other 68%
Preferred Client Type
- Advertising Executives 2%
- Agricultural Related Services 2%
- Artists 2%
- Athletes/Entertainers 2%
- Auto Dealerships 2%
- Baby Boomers 2%
- Biotechnology Professionals 2%
- Other 86%
About Me
Community Involvement