Financial Advisor in Lake Mary, FL
Personal Bio
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 Name
Dias Wealth, LLC
Firm Bio
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 SEC/CRD #
304465
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Advisor SEC/CRD #
5315390
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