BIOGRAPHY · debt reduction and management. Potential solutions for clients include the...

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Transcript of BIOGRAPHY · debt reduction and management. Potential solutions for clients include the...

Page 1: BIOGRAPHY · debt reduction and management. Potential solutions for clients include the establishment of foundations and other philanthropic entities to accomplish charitable objectives,
Page 2: BIOGRAPHY · debt reduction and management. Potential solutions for clients include the establishment of foundations and other philanthropic entities to accomplish charitable objectives,

BIOGRAPHYCarlos Dias Jr. is a trilingual wealth manager and founder of MVP Wealth Management Group based in the Orlando, Florida area. He offers his clients a full range of tax, financial, and estate planning services such as tax planning, investment advisory and management, wealth management, asset protection planning and debt reduction and management. Potential solutions for clients include the establishment of foundations and other philanthropic entities to accomplish charitable objectives, wealth preservation plans or pro-active tax advice.

Carlos emerged with MVP Wealth Management Group in 2011, which is geared towards professional athletes or entertainers who ultimately face more complications, risks, and potential challenges than would a regularly employed individual and therefore need the most care and protection.

Carlos has become a point of reference and resource to Elder/Estate Planning Attorneys and CPAs and has taught them unique and creative ways to help their clients’ financial portfolios. Additionally, he actively hosts educational workshops for retirees as well as retired NFL and NBA athletes.

Carlos is a contributor for Forbes, MarketWatch, and Kiplinger, has been featured or quoted in Fortune, The Wall Street Journal, Time, Bloomberg, U.S. News & World Report, USA Today, CNBC, Inc., The Washington Post, and Business Insider.

Carlos is fluent in Portuguese and Spanish.

Page 3: BIOGRAPHY · debt reduction and management. Potential solutions for clients include the establishment of foundations and other philanthropic entities to accomplish charitable objectives,

FEATURED IN(click above for articles)

http://carlosdiasjr.com/category/press/
http://www.marketwatch.com/retirement/mentors/stories?authorid=44202
http://www.kiplinger.com/fronts/archive/bios/index.html?bylineID=407
https://www.forbes.com/sites/carlosdiasjr/
Page 4: BIOGRAPHY · debt reduction and management. Potential solutions for clients include the establishment of foundations and other philanthropic entities to accomplish charitable objectives,

AREA’S OF EXPERTISE

RETIREMENT PLANNING

ESTATE PLANNING

LONG-TERM CARE

FINANCIAL PLANNING

TAX PLANNING

ASSET PROTECTION

BUDGETING, DEBT AND SAVINGS

CHARITABLE AND LEGACY PLANNING

Page 5: BIOGRAPHY · debt reduction and management. Potential solutions for clients include the establishment of foundations and other philanthropic entities to accomplish charitable objectives,

CONTACT

Cell: 386-931-3802

Direct: 407-ᶶᶮᶯẁᶰᶰᶲᶲ

Email: [email protected]

www.carlosdiasjr.com

https://www.facebook.com/CarlosADiasJr
https://www.linkedin.com/in/carlosdiasjr
https://www.twitter.com/CarlosADiasJr

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