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Carlos Dias

Carlos Dias

Lake Mary,FL
  • Speaker Review Rating 4.4 / 5
  • Professionals Trained 4k+ Professionals Trained

About Speaker

Carlos is a financial advisor and founder of Dias Wealth, as well as a nationally syndicated for Kiplinger, and a public speaker. He has contributed over 100 articles or quotes to Forbes, MarketWatch, Investopedia, TheStreet, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. Carlos has also been interviewed on various radio and television stations all over the U.S. Carlos is fluent in Portuguese and Spanish.

Area of Expertise

  • Annuities
  • Long-Term Care Planning
  • Tax
  • Life Insurance

There are no Webinars available in Section.


  • 4.4

(2k+) Ratings



Very Good









David Innes, CPA (US)

Dec 23rd 2020

Very good performance. I am terrible at understanding insurance products so it would be good to review a couple of times so I thoroughly understand. Great overview and sufficient detail to get me into trouble :-)


Antonette Colon, CPA (US)

Jun 16th 2021

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!!


Emily Lawrence, CPA (US)

Jun 17th 2021

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!


patricia sobolew, CPA (US)

Jan 6th 2021

Great learning experience, sorry could not finish. Had to leave due to being at work. Little frustrated these great seminars are during work hours.

, CPA (US)

Jan 5th 2021

Presenter, Carlos Dias, Jr, was an excellent presenter. He was very well informed on the subject and gave practical information, too.


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