Carlos Dias Jr. is a nationally recognized wealth advisor, educator, and speaker whose career has been defined by a commitment to empowering accountants, attorneys, business owners, students, athletes, and professionals with advanced financial knowledge. As Founder and President of Dias Wealth, LLC, a boutique advisory firm headquartered in the Orlando, Florida area working with clients virtually nationwide, Carlos has built a reputation for bridging the gap between technical expertise and practical application in tax strategies, retirement planning, estate design, and asset protection.

Carlos has become a trusted voice within CPA societies across the country, delivering keynote presentations and continuing education sessions. His programs are known for blending technical precision with accessible language, ensuring that CPAs not only understand complex strategies but also feel confident applying them in client-facing scenarios. Whether addressing state societies or specialized groups, Carlos consistently emphasizes ethics, compliance, and the evolving role of CPAs in guiding clients through financial challenges.

Beyond professional societies, Carlos has extended his educational mission to universities, where he lectures on advanced financial planning concepts and the intersection of accounting and advisory services. His sessions provide real-world insights into expanding their influence beyond traditional accounting roles, in preparation of a rapidly changing financial landscape. By integrating case studies and practical frameworks, Carlos equips attendees with tools that resonate long after the classroom experience.

Carlos’s impact is perhaps most visible through his work with CPAacademy.org, where he has been honored as a Top Presenter in both 2022 and 2023. His webinars consistently attract thousands of CPAs nationwide, offering continuing professional education (CPE) credits while delivering actionable strategies. Known for his clarity, charisma, and ability to distill complex topics into memorable lessons, Carlos has become one of the platform’s most sought-after educators. His sessions cover a wide range of advanced planning topics, from tax-efficient retirement distributions to estate planning for high-net-worth individuals, always framed with practical takeaways that CPAs can immediately implement.

Carlos’s expertise has been featured in leading outlets including Kiplinger, MarketWatch, Forbes, CNN, CNBC, Investopedia, The Wall Street Journal, U.S. News & World Report, and USA Today. His syndicated columns and interviews reinforce his role as a thought leader who bridges the worlds of accounting, wealth management, and financial education. This national visibility complements his grassroots work with CPA societies and universities, underscoring his ability to connect with audiences at every level.

What sets Carlos apart is his ability to make technical content approachable. He employs vivid metaphors, memorable language, and practical examples that resonate with CPAs, students, and professionals alike. His educational initiatives, whether through CPA societies, universities, or CPAacademy.org, are designed to reinforce this responsibility while equipping professionals with the tools they need to succeed.