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Carlos Sera

Founder of Sera Capital, Author of Financial Tales

Sera Capital Management, LLC

Bowie

MD

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Qualifications

Experience

No timeline events available.
Employer Years Dates
Chicago Wealth Management, Inc. 13 years Jun 2004 - Present
Chicago Wealth Management, Inc. 9 years, 7 months Jun 2004 - Dec 2013
Sera Capital Management 27 years, 3 months Apr 1990 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Carlos Sera

The Financial Advice I Wish I Knew Then
Published 2016-01-07 05:15:57
How to Build Wealth In Your 401(k)
Published 2015-11-09 07:27:32
A Lost Tale
Published 2015-09-28 12:29:32
A Tale of Today
Published 2015-09-28 12:30:46
A Targeted Tale
Published 2015-09-28 12:38:19
A Universal Tale
Published 2015-09-28 12:40:24
A Contributory Tale
Published 2015-09-28 12:44:43
A Two-Timing Tale
Published 2015-09-28 12:22:58
An Actual Tale
Published 2015-09-28 12:19:22
A Tale of Projection
Published 2015-09-28 12:17:50
A Liquid Tale
Published 2015-09-28 12:15:01
A Martini Tale
Published 2015-09-28 12:11:09
A Retirement Tale
Published 2015-09-28 12:06:49
A Tale of Gender
Published 2015-09-28 12:03:02
A Curious Tale
Published 2015-09-28 12:00:28
A Wealthy Tale
Published 2015-09-24 10:16:22
A Competitive Tale
Published 2015-09-24 10:16:11
A Tale of Incentive
Published 2015-09-24 10:15:05
An Expert Tale
Published 2015-09-24 10:13:54
A Tale of Dilemma
Published 2015-09-24 10:12:55
A Tale of Love
Published 2015-09-24 10:09:34
A Mortgage Tale
Published 2015-09-24 10:03:56
A Basic Tale
Published 2015-09-24 10:00:51
A Cooking Tale
Published 2015-09-24 09:59:06
A Successful Tale
Published 2015-09-24 09:56:51
A Tale of Proximity
Published 2015-09-24 09:55:22
A Fairy Tale
Published 2015-09-24 09:51:57
A Tale of Arrogance
Published 2015-09-24 09:49:43
A Tale of Respect
Published 2015-09-24 09:48:35
A Face Tale
Published 2015-09-24 09:47:16
A Tale of Gender
Published 2015-09-24 09:45:59
A Tale of Teamwork
Published 2015-09-24 09:44:41
A Fair Tale
Published 2015-09-24 09:42:53
An Estate Tale
Published 2015-09-24 09:41:41
An Absolute Tale
Published 2015-09-24 08:50:50
A Twenty Million Dollar Tale
Published 2015-09-24 08:47:55
A Tale of Vitality
Published 2015-09-24 08:45:15
A Monkey Tale
Published 2015-09-24 08:42:19
A Tale of Insurance
Published 2015-09-24 08:40:30
A Lumpy Tale
Published 2015-09-24 08:36:27
A Disciplinary Tale
Published 2015-09-24 08:34:13
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    I am new to investing. How do start my investments.
    If you're new to investing, it's safe to assume that your goal is to achieve a wealth target. Outside of starting your own business or inventing the next great thing, people are limited in what they can invest in. It usually comes down to stocks, bonds and real estate. The rate of return on real est...  (more)
    Answered Nov 2015
    Should i increase my 401k contributions on my quarterly commission checks?
    Bonuses always provide an opportunity for increased savings or contributions to your retirement plan due to the uncertainty surrounding bonuses. Will I get one or not? How much will it be? While from a tax perspective what you do is neutral, from a wealth building perspective, increasing the amo...  (more)
    Answered Sep 2015
    Given present market condition, is it advisable to change my current 401k plan selection of stable value to stock/bonds?
    People are divided into three groups. Those that are wealthy, those that are looking to build wealth and those that are in between. Everyone falls into one of these categories. Wealth goals for most people are 1) To attain wealth then 2) to preserve wealth and then 3) to get a little bit wealthie...  (more)
    Answered Sep 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Apr 19, 2016
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Sera Capital Management, LLC

      Last updated on March 13, 2017
        • $61.0M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 225
          Accounts
        • $271.1K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements