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Wealth Manager and Founder,
Excel Tax & Wealth Group
Phone: 407.219.9017 ext. 101 | 877.990.3427 ext. 101
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. Dias is a contributor for Forbes, the Huffington Post, Kiplinger and MarketWatch.
How to find out if your financial adviser is misleading you about their credentials, and what steps you can take to protect yourself.
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