About Carlos

Carlos Dias, Jr.
Founder and Managing Partner

Born in New Jersey to immigrant parents of Portuguese and South-American ancestry, Carlos Dias Jr. discovered his passion for finance shockingly young. In fact, he opened
his first management and consulting firm as a freshman in college in 2001.

While working at large financial firms like Bankers Life and Casualty and New York Life Insurance Company, Carlos became frustrated by the limits on the services he could offer clients. As a result, He opened Dias & Associates in 2007.

Carlos has focused on retirement planning, but over time, strategic tax planning, investment advisory, wealth management and other critical financial services were all added to his services list.

In 2011, he founded MVP Wealth to serve the specific needs of professional athletes
and entertainers, who tend to accumulate wealth rapidly and need to protect it quickly.

Dias Wealth combines Carlos’ experience in a variety of financial services into one comprehensive firm assisting different types of high-net-worth individuals with investment management as well as retirement, charitable, estate, financial and tax planning.

Carlos is an active part of the charitable community. He has supported non-profit foundations such as the Brandon Meriweather 31 Ways Foundation, Devin Hester Foundation, Vince Carter Embassy of Hope Foundation, and many others. He is a
former board member for the NFL Alumni Central Florida Chapter, Darrell Armstrong Foundation, and Flagler County Education Foundation.

Carlos has contributed to KiplingerForbes, MarketWatch, TheStreet, Investopedia, and many more. He has been featured in Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and many others.

Currently, Carlos is also an instructor for CPA Academy and myCPE teaching CPAs, EAs, and accountants. He’s also held workshops for estate and elder law attorneys.

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