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 is the former Treasurer for the NFL Alumni Central Florida Chapter and board member for the Flagler County Education Foundation.

In 2023, Carlos founded Annuity Earnings, a consumer-focused website to help individuals navigate the complexities of annuities, offering educational content, guides, and personalized consultations. The platform aims to provide transparency and clarity in annuity selection, ensuring clients make informed financial decisions.