FOR DIFFERENT LIFE STAGES
Depending on your age, you might be exposed to more risk, complications, and challenges compared to others. Let’s make sure your assets are protected and growing like they should be.
WE'VE HAD THE HONOR OF BEING FEATURED IN SOME OF THE TOP PUBLICATIONS IN THE WORLD.
FINANCIAL PLANNING FOR
RETIREES, BUSINESS OWNERS, PROFESSIONALS, and athletes
Certain individuals often 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.
why choose us
WHAT IT’S LIKE TO WORK WITH
REQUEST YOUR COMPLIMENTARY CONSULT Simply click the link and choose a time that works for you.
TALK WITH AN ADVISOR Talk with a top-level advisor about what’s keeping you up at night financially.
Experience Financial Mastery Relax knowing you’ve made the smartest choices to build and protect your wealth.
As fee-only advisors with fiduciary responsibility, you can rest easy knowing that the advice
you’ll get from us is based on what’s best for you, not what makes us the biggest commissions.
Our mission is to help you preserve principal, maximize income, and accumulate capital.
7 MUST-KNOW RULES OF CHOOSING A FINANCIAL ADVISOR
When you choose to work with a financial advisor, you should be certain they are looking out for your best interests. Not all do.
Unfortunately, some advisors are only out to sell you products or services so they can earn big commissions, and others aren’t even properly licensed to give financial advice (though it doesn’t seem to stop them). How can you tell the difference?
Very knowledgeable and understandable.
Excellent! Thanks! Mr. Carlos Dias Jr. for your knowledge, Kindness and Expertise. Thanks! CPAacademy.org and Mrs. Jasmyn for the opportunity attend this great webinar course. From John Lugo Ruiz Badge ID # 18-80461 Internal Revenue Service (Department of Treasury) ACS Guaynabo Puerto Rico.
Carlos was both informative and professional in my interactions with him.
James A (Jim) Bilda
I enjoyed the conference concerning Long Term care planning. It was a great introduction into available strategies for planning for care in retirement.
I have taken a few of Carlos’ classes through CPA Academy and was so impressed that I have also met with him outside of class for more financial advice. He was able to look at investments previously recommended by others and intelligently address the pros and cons of each. I will continue to work with him on future personal financial decisions.