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. Carlos excels at tailoring his advice to individual clients’ needs and 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, Kiplinger, The Huffington Post, TheStreet and MainStreet, has been featured in Fortune, The Wall Street Journal, The Christian Science Monitor, MSN Money, CBS Local 6 News, and WealthManagement.com, and has been quoted in Bloomberg, U.S. News & World Report, USA Today, CNBC, Inc., The Seattle Times, Business Insider, The Motley Fool, and GoBankingRates.
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