Team

Carlos Dias Jr.

Carlos Dias Jr. is a Founder and Managing Partner at MVP Wealth Management Group and Excel Tax & Wealth Group based in the Orlando, Florida area. He offers his clients a full range of tax, financial, and estate planning services such as tax preparation, fee-only planning, investment advisory and management, wealth management, asset protection planning and debt reduction and management. Potential solutions for clients include establishment of foundations and other philanthropic entities to accomplish charitable objectives, wealth preservation plans or pro-active tax planning for retirees. Clients are sure to benefit from his holistic approach to financial and tax solutions.

Carlos emerged with both MVP Wealth Management Group and Excel Tax & Wealth Group which both handle all aspects of wealth management and long-term planning. The distinction lies in the fact that MVP Wealth Management Group is geared towards athletes, high net worth individuals, and 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 consults high net worth individuals, accredited investors, corporations, lottery winners, 501(c)(3) and charitable organizations, as well as other professionals including doctors, attorneys, professional athletes and celebrities. He has become a point of reference and resource to Elder/Estate Planning Attorneys and CPA’s and has taught CPA’s, CFP’s, and Estate Planning Attorneys 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.

Besides his career passions, Carlos has also maintained a philanthropic legacy with his work. His charitable activities include: serving as a board member of the Darrell Armstrong Foundation, former board member of the Flagler County Education Foundation, participating in Hoops for Heart (American Heart Association),  helping and donating to Toys for Tots, and participating in events held by the Kerosene Lamp Foundation,  Vince Carter’s Embassy of Hope, the Darcy J Foundation Toy Drive, and Ronald McDonald House.

Currently, Carlos is a RetireMentor for MarketWatch, Contributor for TheStreet and MainStreet and has been featured in Fortune Magazine, The Wall Street Journal, The Christian Science Monitor, MSN Money, CBS Local 6 News, Annuity123, WealthManagement.com, and NerdWallet. He has been quoted in U.S. News CNBC, Inc. Magazine, Investopedia, Business Insider, InsuranceNewsNet, Care.com, and GoBankingRates. Read more at: http://www.carlosdiasjr.com.

Lauren Dias

Lauren Dias is the Co-Founder and Managing Partner of MVP Wealth Management Group and Excel Tax & Wealth Group located in the Orlando, Florida area. She and Carlos offer their clients a full range of tax, financial, and estate planning services such as tax preparation, wealth management, asset protection planning and debt reduction and management. Potential solutions for clients include establishment of foundations and other philanthropic entities to accomplish charitable objectives, wealth preservation plans or pro-active tax planning for retirees. Clients are sure to benefit from her holistic approach to financial and tax solutions.

Lauren and Carlos emerged with both MVP Wealth Management Group and Excel Tax & Wealth Group which both handle all aspects of wealth management and long-term planning. The distinction lies in the fact that MVP Wealth Management Group is geared towards athletes, high net worth individuals, and entertainers who ultimately face more complications, risks, and potential challenges than would a regularly employed individual and therefore need the most care and protection.

Lauren consults high net worth individuals, accredited investors, corporations, lottery winners, 501(c)(3) and charitable organizations, as well as other professionals including doctors, attorneys, professional athletes and celebrities. Additionally, she and Carlos actively host educational workshops for retirees as well as retired NFL and NBA athletes.

Besides her career passions, Lauren has also maintained a philanthropic legacy with her work. Her charitable activities include: helping and donating to Toys for Tots, and participating in events held by the Kerosene Lamp Foundation, Darrell Armstrong Foundation, Vince Carter’s Embassy of Hope, the Darcy J Foundation Toy Drive, and Ronald McDonald House. Read more at: http://www.laurendias.com.

Marielena Dias

Marielena Dias is Editor and Family Services Director for MVP Wealth Management Group and Excel Tax & Wealth Group located in the Orlando, Florida area. Currently, she is aspiring to pursue Graduate training and hopes to understand financial matters through a variety of industry perspectives.

Born in the historic city of Saint Augustine, Florida to parents of Portuguese and South American ancestry, she learned to speak Portuguese and Spanish. Marielena graduated from the University of Florida in fall 2013 with a Bachelor of Arts in Political Science, with a minor in European Union Studies and another in International Development and Humanitarian Assistance. She is passionate about European Union integration and European identity formation, and has conducted research projects on Portuguese identity formation in Europe and education development in Lusophone Africa. Throughout her work, Marielena has realized the importance of sports, noting that they can be significant influences on nationalism, culture, identity, economics, politics, and public policy. An avid sports fan and former athlete, she is interested in using the knowledge and skills she is presently acquiring to understand the sports industry from a financial perspective and generate solutions to common financial obstacles professional athletes face.

Contact

MVP Wealth Management Group's Lake Mary/Orlando Area Location

Lake Mary /
    Orlando Area

Toll Free: (888) 246-5472
Local: (407) 792-6792

255 Primera Boulevard
Suite 160
Lake Mary, FL 32746