Carlos Dias Jr., began his career in the financial industry in 2004. He is the Founder and Principal of Excel Tax & Wealth Group, an advisory firm offering strategic financial planning services to high-net-worth individuals, business owners, executives, and retirees. He also services MVP Wealth Management Group, which addresses the unique concerns of professional athletes and entertainers.
Carlos excels at tailoring his advice to individual clients’ needs. He maintains a highly personal approach by accounting for the distinct needs that his clients have at different points in their financial lives. He is passionate about finding the right solutions and investment plans to reflect different investment philosophies.
One of Carlos’s areas of expertise is tax liability. He confers with accountants from across the U.S. to keep pace with changing tax laws and strategies, which allows him to offer differentiated advice to his clients. He is particularly adept at suggesting strategies that will help his clients lower their taxes.
Currently, Carlos is a Contributor for Forbes, MarketWatch, TheStreet and MainStreet and has been featured in Fortune Magazine, The Wall Street Journal, Huffington Post, The Christian Science Monitor, MSN Money, CBS Local 6 News, Annuity123, WealthManagement.com, and cheatgame.info. He has been quoted in Bloomberg, U.S. News & World Report, USA Today, CNBC, Inc., The Seattle Times, Investopedia, Business Insider, The Motley Fool, and GoBankingRates.