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Carlos Dias Jr.

Carlos Dias Jr.

Lake Mary,FL

Multilingual Financial Advisor, Speaker, and Contributor

  • 4.4 / 5
  • 3k+ Professionals Trained
  • 2k+ Reviews

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

  • 4.4

(1040) Ratings

Excellent

665

Very Good

300

Average

69

Poor

6

Terrible

0

SR

Samira Ranganathan, CPA (US)

Jan 8th 2020

Happy New Year! Doing for good cause: 1 Meal = 1 Credit Program 2020 Thank you.

CRC

Catherine R Cool, CPA (US)

Feb 19th 2022

Excellent presentation.

GS

Gary Skala, CPA (US)

Feb 19th 2022

Excellent overview & everything covered in an hour!

ER

Edmund Ricker, CPA (US)

Dec 4th 2021

Excellent webinar full of information on how the SECURE Act impacted retirement accounts.

PT

Peter Thelen, CPA (US)

Nov 22nd 2021

I learned a lot of info I wasn't aware of.

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