Great story tellers know that people learn and understand life lessons when they are told in the form of a story, a tale or a fable. A few years ago I embarked on a project to teach my children, all 4 of them, the things that I had learned about managing money. As a first generation Cuban-American most of what I learned as a child, and most of what I still know today, was told to me in the form of a tale. The Cuban tradition, like so many others, has been passed down around the kitchen table, over good food, a strong family, true friends and the optimism that our children would contribute to a better world long after we are gone. Because to so many the written word is beyond their reach, the spoken word has been the way to communicate through the generations. My intent is to convey what I have learned about money, finance and investments in the same tradition. My lessons are all told in the form of a tale and since I have been advising individual investors for more than 25 years, I have lots of tales that may hit close to home. I hope that you enjoy them and let me know what you think.
- Founder Sera Capital Management, LLC
- Co-Founder of Chicago Wealth Management, Inc.
- Majority Partner CWM Fund LP
- Registered Investment Advisor
- Speaker on financial/investment planning
- Fluent in Spanish – First Generation Cuban/American
University of Rochester – MBA – Finance and Applied Economics – Honors – 1982
Johns Hopkins University – BA – Natural Science – 1980
Carlos M. Sera
Financial Tales was started by Carlos M. Sera, a Registered Investment Advisor in the Baltimore/Washington Metro Area on September 28, 2008.