About this user
Great story tellers know that people learn and understand life lessons when they are told in the form of a story, a tale or a fable. A few years ago I embarked on a project to teach my children, all 4 of them, Carl, Veronica, Alexandra and Joseph, the things that I had learned about managing money. As a first generation Cuban-American most of what I learned as a child, and most of what I still know today, was told to me in the form of a tale.
The Cuban tradition, like so many others, has been passed down around the kitchen table, over good food, a strong family, true friends and the optimism that our children would contribute to a better world long after we are gone. Because to so many the written word is beyond their reach, the spoken word has been the way to communicate through the generations.
My intent is to convey what I have learned about money, finance and investments in the same tradition. My lessons are all told in the form of a tale and since I have been advising individual investors for more than 25 years, I have lots of tales that may hit close to home. I hope that you enjoy them and let me know what you think. * Co-Founder of Chicago Wealth Management, Inc. * Founded private investment practice, Sera Capital Management, LLC * Registered Investment Advisor * Columnist, WUSA9, Our Time * Speaker on financial/investment planning * Served on Board of Directors for the Boys & Girls Club of America for six years * Founded Citizens For Safety Now * Fluent in Spanish First Generation Cuban/American
Schools
University of Rochester MBA Finance and Applied Economics Honors 1982 Johns Hopkins University BA Natural Science 1980
