About

These Financial Tales Will Show You How To…

  • Develop a sustainable relationship with money
  • Understand financial markets
  • Manage your investments intelligently and by yourself
  • Identify and hire expert advisors if you choose to work with one
  • Work productively with your expert advisor
  • Create a game winning financial team

  • Retire intelligently and with abundance
  • Prepare for the unexpected
  • Learn accountability and develop good habits
  • Pick the right college and insurance policy
  • Overcome the biggest obstacle to investment success
  • Learn to say “no” when you want to say “yes”

Why Financial Tales?

People learn complicated lessons in different ways. We teach these lessons by appealing to multiple senses. Our philosophy is that the lessons you learn from a fable, myth, story, parable or tale are longer lasting if you can relate to them. When you relate to someone, you ingrain these lessons in your mind. If you can’t recall these lessons for whatever reason, you can always refer back to a tale – or a story. Our goal is to make it as easy as possible for you to adopt an approach to your finances that helps you answer both the obvious and the complicated questions surrounding money.

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Who is Sera Capital?

Sera Capital is a registered investment advisor that manages money for individuals, couples and other advisors. We are active managers of passive broad indices. This means we trade your portfolio on a discretionary basis based on your goals and what we think is appropriate in the hope of achieving above average rates of return with below average risk over complete market cycles.

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Our Team

Carlos M. Sera

  • Founder of Sera Capital Management, LLC
  • Co-Founder of Chicago Wealth Management, Inc.
  • Registered Investment Advisor Representative
  • Speaker on Financial/Investment Planning
  • Fluent in Spanish – First Generation Cuban/American
  • Author of Financial Tales

Education

  • Johns Hopkins University – BA – Natural Science 1980
  • University of Rochester – MBA – Finance and Applied Economics 1982

Carl E. Sera, CMT

  • Volatility Contributor at TheStreet.com
  • Chartered Market Technician
  • Partner and Managing Principal at Sera Capital Management, LLC
  • Registered Investment Advisor Representative
  • MD Life/Health Insurance Agent

Education

  • Arizona State University – BA – Quantitative Methods 2007

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Our Clients

We publish the Financial Tales Blog and the Financial Tales Book as educational tools.  Our hope is that through storytelling, you can identify with those that have similar situations and develop a plan that you can implement.  Follow us as we introduce you to “our clients.”

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Share Your Tale

Are you ready to share your Financial Tale?

One of the benefits our financial tales community enjoys is the ability to submit their own tale. We will keep your name private of course and if you send us a detailed overview of your financial situation we will respond to you directly in private and if your tale might be interesting to others we will share it with our fans and community.