Financial Advisor Publishes Tell-All, Reveals Everything
Recently released personal finance book Financial Tales is the first volume in a series planned by investment manager and blog author
• Developing a sustainable relationship with money
• Understanding financial markets
• Managing your investments intelligently and by yourself
• Identifying and hiring expert advisors if you choose to work with one
• Working productively with your expert advisor
• Creating a game winning financial team
• Retiring intelligently and with abundance
• Preparing for the unexpected
• Learning accountability and developing good habits
• Picking the right college and insurance policy
• Overcoming the biggest obstacle to investment success
• Learn to say no when you want to say yes
"When I'm asked how long it took me to write this book my answer is, 'all my life.' My goal is to demystify a complex topic and provide access to the same investment and personal finance knowledge previously reserved for family, close friends, and clients," said Sera.
As a first-generation Cuban American, Sera's investment philosophy has deep roots.
"Every lesson I learned growing up was from a myth, story, parable, or tale. Over my three decades of experience in the industry I realized I had a moral obligation to pass along my lessons learned. I teach these lessons by telling stories. My goal is to make it as easy as possible for you to understand your finances and answer both the obvious and the complicated questions surrounding money."
Financial Tales is now available for purchase on Amazon.com, with the second version expected to release in 2017, offering a "How To" including more complex financial modeling and figures.
About the Author
Read the full story at http://www.prweb.com/releases/top-personal-finance-book/financial-tales/prweb13082374.htm



Symbria® Announces Employee Stock Ownership Plan and Names New Board
Advisor News
- What advisors think about pooled employer plans, alternative investments
- AI, stablecoins and private market expansion may reshape financial services by 2030
- Cheers to summer, and planning for what comes next
- Why seniors fear spending their own retirement wealth
- The McEwen Group Merges with Prairie Wealth Advisors to Form Billion Dollar RIA
More Advisor NewsAnnuity News
- AuguStar Retirement launches StarStream Variable Annuity
- Prismic Life Announces Completion of Oversubscribed Capital Raise
- Guaranteed income streams help preserve assets later in retirement
- MassMutual turns 175, Marking Generations of Delivering on its Commitments
- ALIRT Insurance Research: U.S. Life Insurance Industry In Transition
More Annuity NewsHealth/Employee Benefits News
- NCOIL adopts Individual Coverage Health Reimbursement Arrangement Model Act
- All about AHCCCS: Navigating Arizona Medicaid’s changing landscape
- A unique Oregon law allows it to block healthcare deals. The state hasn't used it.
- UNM faculty union fights 13% health insurance hike
- STATE HEALTH COVERAGE FOR IMMIGRANTS AND IMPLICATIONS FOR HEALTH COVERAGE AND CARE
More Health/Employee Benefits NewsLife Insurance News
- AI, stablecoins and private market expansion may reshape financial services by 2030
- Transgender plaintiffs win preliminary victories in three gender-affirming care lawsuits
- AM Best Upgrades Issuer Credit Rating of Southern Farm Bureau Life Insurance Company
- Industry Innovator Scores New High-Water Mark: Reliance Matrix Logs 8 Millionth Employee Benefit/Absence Claim
- $150M+ asset sale payout distributed to Greg Lindberg policyholders
More Life Insurance News