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@seracapital.com
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3 phones found area 301 and 443
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LinkedIn matched
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Carl E. Sera, Cmt is listed as We specialize in tax efficient exit planning for real estate investors, small business owners & HNW retirees. at Sera Capital Management, a with 3 employees, based in Annapolis, Maryland, United States. AeroLeads shows a work email signal at seracapital.com, phone signal with area code 301, 443, and a matched LinkedIn profile for Carl E. Sera, Cmt.
Carl E. Sera, Cmt previously worked as President at Sera Capital Management and Managing Principal at Sera Capital Management. Carl E. Sera, Cmt holds Bachelor’S Degree from Arizona State University.
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AeroLeads found 1 current-domain work email signal for Carl E. Sera, Cmt. Compare company email patterns before reaching out.
WHAT WE CAN DO FOR YOU: We are a wealth management firm with a concentration of high-net-worth real estate clients where we help them manage their portfolio as well as assist them to defer, reduce or even eliminate taxes. We use various vehicles including 1031 Exchanges into triple net lease properties as well as DST investments. In addition, we can determine when a Qualified Opportunity Zones, Structured Installment Sales and Deferred Sales Trusts may be more appropriate. WHAT CAN WE HELP YOU WITH: We Routinely Help Clients Save— 100s of Thousands in Taxes. When selling real estate or a business or any other highly appreciated asset—you will create a large taxable event. We help investors to defer, reduce and eliminate their tax liabilities through a variety of alternative investments strategies and investment vehicles. -1031 Exchange DST Replacement Property (Delaware Statutory Trusts). -Qualified Opportunity Zone Fund Investments (QOZ). -Triple Net Lease Properties (NNNs).-Structured Installment Sales (Including Deferred Sales Trusts).HOW WE GOT STARTED: Read about how we saved our client over— $800,000 in taxes with a 1031 DST investment. https://seracapital.com/1031-exchange/ BOOK A CALL: Schedule a time to talk with us here: https://calendly.com/sera-capital/
Listed skills include Marketing Strategy, Derivatives, Investments, Trading, and 17 others.
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Baltimore, Maryland Area
I work closely with clients to offer a variety of services, rolled into one comprehensive, advisory package. Services include investment management, financial planning, retirement planning, philanthropic planning, estate planning, tax deferral services, private real estate, 1031 exchange advisory and qualified opportunity zone advisory services, among others.
Annapolis, Md
Sera Capital is a registered investment advisor that manages money for individuals, couples and other advisors. We are active managers of passive broad indices. This means we trade your portfolio on a discretionary basis based on your goals and what we think is appropriate in the hope of achieving above average rates of return with below average risk over complete market cycles.
Annapolis, Md
People learn complicated lessons in different ways. We teach these lessons by appealing to multiple senses. Our philosophy is that the lessons you learn from a fable, myth, story, parable or tale are longer lasting if you can relate to them. When you relate to someone, you ingrain these lessons in your mind. If you can’t recall these lessons for whatever reason, you can always refer back to a tale – or a story. Our goal is to make it as easy as possible for you to adopt an approach to your finances that helps you answer both the obvious and the complicated questions surrounding money.
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Carl E. Sera, Cmt works for Sera Capital Management.
Carl E. Sera, Cmt is listed as We specialize in tax efficient exit planning for real estate investors, small business owners & HNW retirees. at Sera Capital Management.
AeroLeads has found 1 work email signal at @seracapital.com for Carl E. Sera, Cmt at Sera Capital Management.
AeroLeads has found 3 phone signal(s) with area code 301, 443 for Carl E. Sera, Cmt at Sera Capital Management.
Carl E. Sera, Cmt is based in Annapolis, Maryland, United States while working with Sera Capital Management.
Carl E. Sera, Cmt has worked for Sera Capital Management and Financial Tales.
Carl E. Sera, Cmt's colleagues at Sera Capital Management include Joe Sera and Roman Balogh.
You can use AeroLeads to view verified contact signals for Carl E. Sera, Cmt at Sera Capital Management, including work email, phone, and LinkedIn data when available.
Carl E. Sera, Cmt holds Bachelor’S Degree from Arizona State University.
Carl E. Sera, Cmt is listed with skills including Marketing Strategy, Derivatives, Investments, Trading, Volatility, Mutual Funds, Technical Analysis, and Etfs.
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