---
title: "Carlos Dias Jr. | Financial Advisors"
description: "Carlos Dias Jr. at Dias Wealth, LLC. Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, in the…"
url: https://financialadvisors.com/advisors/carlos-dias-jr/
---

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![Carlos Dias Jr.](https://financialadvisors.com/wp-content/uploads/2023/06/carlos-dias-jr.png)

# Carlos Dias Jr.

Dias Wealth, LLC

Other

Email Advisor [Schedule Intro](https://calendly.com/diaswealth)

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## 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

![Dias Wealth, LLC logo](https://financialadvisors.com/wp-content/uploads/2023/06/2107151626357371dias-wealth-logo.jpg)

Firm Dias Wealth, LLC

Position President/CEO

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

Compensation Fee-Only

Designations

Other

Licenses

Series 65 Life and Disability Annuities

## Investment Information

SEC Form ADV [View Form ADV →](https://www.adviserinfo.sec.gov/firm/summary/304465)

## 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 72%

Preferred Client Type

- Women Executives 49%

- Advertising Executives 1%

- Agricultural Related Services 1%

- Artists 1%

- Athletes/Entertainers 1%

- Auto Dealerships 1%

- Baby Boomers 1%

- Other 45%

## Education

## About Me

Accomplishments

- • CPAacademy.org Top Presenter 2022 and 2023

- • InvestmentNews Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars

- • Speaker at AICPA ENGAGE in Las Vegas

Hobbies & Interests

Basketball Blogging Fishing Football Music Online classes Organizing Pickleball Ping Pong Soccer Tennis Traveling Video Games Walking Writing

Fun Facts

Favorite Travel Destinations Portugal

## Disclosure

Investment Advisory Services are offered through Dias Wealth, LLC, a Registered Investment Advisor (CRD # 304465). Dias Wealth, LLC is registered with the State of Florida Office of Financial Regulation. Investment adviser representatives comply with the current filing requirements imposed in Florida and those states in which it maintains clients. Dias Wealth, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Insurance and annuities are offered through Dias Financial, LLC, an Insurance Agency in Florida (License # L106434). Dias Financial, LLC provides insurance and annuity services for clients nationwide.

### Contact Information

Email Advisor

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[(407) 801-2244](tel:4078012244)

Address 250 International Pkwy, Lake Mary, FL 32746, USA

### At a Glance

Founded 2019

### Links

[Website](https://www.diaswealth.com/) [SEC Form ADV](https://www.adviserinfo.sec.gov/firm/summary/304465) Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/5315390)

### Connect

[LinkedIn](https://www.linkedin.com/in/carlosdiasjr) [Facebook](https://www.facebook.com/CarlosADiasJr/) [X](https://x.com/CarlosADiasJr/) [Instagram](https://www.instagram.com/carlosadiasjr/)

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