Carlos Dias, Jr.

Carlos Dias, Jr.

Carlos Dias Jr. is a Wealth Manager and founder of Excel Tax & Wealth Group based in the Orlando, Florida area. He concentrates his practice in the areas of tax, financial, and estate planning, investment advisory, portfolio management, and asset protection. Carlos is a Contributor for Forbes, MarketWatch, TheStreet and MainStreet and has been featured in Fortune Magazine, The Wall Street Journal, The Christian Science Monitor, MSN Money, CBS Local 6 News, Annuity123,, and NerdWallet. 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. Read more at:

Maximize 2016 with these Financial Resolutions

2016 is less than two months away, and statistically speaking, a majority of this upcoming year’s resolutions will involve some kind of financial aspect—whether learning...

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