Keep in Touch
Subscribe to our newsletter for the latest Financial Tales
Sera Capital is a Registered Investment Advisor and real estate consultant that manages money for individuals, families and other advisors.
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.
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” - Robert Kiyosaki
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.
You will be provided with easy and painless weekly, monthly and annual budget tricks that anybody can do to start on the road toward financial freedom, become deft-free and start building wealth and college funds for your children.