Carlos is an author, trader and investor. He founded a Registered Investment Advisory firm by the name Sera Capital Management in 1990 and still runs it today. Carlos has worked with hundreds of individuals and families over the last three decades and shares his experiences through his book Financial Tales and through his blog which he runs with his son Carl also called Financial Tales where he explains the world of money and behavior through storytelling.
Because of their unique position, Investment Advisors often recommend personal finance books. Their recommendations are always a reflection of themselves because they will emphasize those qualities...
