This singularly focused identity explains the essence of our firm and what attracts our clients to Sera Capital in Maryland. Whether we're helping you save it, grow it, keep it, or enjoy it, when it comes to you and your money, we partner with you to achieve your unique investment objectives. This singularly focused identity explains the essence of our firm and what attracts our clients to Sera Capital.
As your registered investment advisory and investment consultant in Maryland, Sera Capital allows you to view the world through the eyes of a registered investment advisor. Gain insight on your relationship with money and pursue new levels of success with Financial Tales.
As your registered investment advisory and investment consultant in Maryland, Sera Capital allows you to view the world through the eyes of a registered investment advisor. Gain insight on your relationship with money and pursue new levels of success with Financial Tales.
Services
Sera Capital is a Maryland registered investment advisor that manages money for individuals, couples and other advisors. We believe that as stewards of your money and trust, our responsibilities lie in three areas; Investment Education, Investment Advice and Investment Management. 1 Learn It and Integrate it - This is Investment Education and we do this through our blog, newsletters, books, videos and guides.
We believe an educated investor is an investor most likely to succeed. This means they understand how the capital markets operate and are comfortable with economic and stock market cycles. Education is the very first thing a visitor to our site sees because we believe it is the crucial component to investment success.
A few years ago, a client decided it was time to sell one of their properties. It was part of a general estate plan designed to provide heirs with liquidity and to eliminate hard to sell or complicated holdings. But there was a problem. The property had been held for over 30 years and when sold, would have triggered a $800,000 tax.
In Financial Tales, author and 30-year veteran financial advisor Carlos Sera provides you with the same life-changing financial planning advice and investing strategies that he has offered to his own family and clients. Unlike most other boring, numbers-driven personal finance and retirement planning books, Financial Tales provides real-world examples of how people's lives were improved by implementing Sera's valuable fiscal guidance.
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