Carlos Dias Jr., is a wealth manager and founder of Excel Tax & Wealth Group, an advisory firm offering strategic financial planning services to high-net-worth individuals, business owners, executives, and retirees. He maintains a highly personal approach by accounting for the distinct needs that his clients have at different points in their financial lives. One of Carlos’s areas of expertise is tax liability. He is particularly adept at suggesting strategies that will help lower his clients’ taxes. Carlos is a contributor for Forbes, MarketWatch, and The Huffington Post.
For more information on Carlos, please visit: http://www.carlosdiasjr.com. To learn more about Excel Tax & Wealth Group, please visit: http://www.exceltaxwealth.com. To contact Carlos, call (407) 219-9017 ext. 101, toll-free (877) 990-3427 ext. 101, or email firstname.lastname@example.org.
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Carlos Dias Jr. and RWA are not affiliated.