THE FINANCIAL TALES PHILOSOPHY: YOU ARE YOUR OWN FINANCIAL ADVISOR

23 Oct THE FINANCIAL TALES PHILOSOPHY: YOU ARE YOUR OWN FINANCIAL ADVISOR

YOU ARE RESPONSIBLE FOR YOUR MONEY

While the buzz around the financial industry may have you believe that you have two options:

  1. You can act as your own advisor
  2. You can hire someone to act as your financial advisor

That’s just not the case. You can’t delegate away all of your responsibility. Either way, you are responsible for your decisions. Whether you advise yourself, or you hire a financial advisor, the decision is ultimately yours.

Watch Sera Capital’s short video to understand their philosophy, and what you need to do to become your own financial advisor.

WATCH SERA CAPITAL’S VIDEO

THE FINANCIAL TALES PHILOSOPHY

To become your own financial advisor, you must first invest in your own financial education. After all, the more you know the better you become at managing your own money.  And you can start by…

  • Reading Financial Tales
  • Learning the methods that work best for you
  • Thinking for yourself
  • Continuing learning

Carlos Sera
carlos@seracapital.com

Carlos Sera Founder of Sera Capital Management, LLC Co-Founder of Chicago Wealth Management, Inc. Registered Investment Advisor Speaker on Financial/Investment Planning Fluent in Spanish – First Generation Cuban/American Author of Financial Tales Blog Education Johns Hopkins University – BA – Natural Science – 1980 University of Rochester – MBA – Finance and Applied Economics – Honors – 1982 Find me on:  LinkedIn | Twitter

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