Carl E. Sera, CMT
President and Managing Principal, Sera Capital Management, LLC
Carl E. Sera, CMT, is President and Managing Principal of Sera Capital Management, a fee-only fiduciary firm focused on complex real estate exit planning. He works with high-net-worth individuals, families and financial advisers to navigate the transition from concentrated real estate positions into more diversified, portfolio-oriented investments in a tax-efficient manner.
Carl advises financial advisers and their clients nationwide on complex real estate decisions, including 1031 and 721 exchanges, and how those transitions integrate with broader portfolio construction and long-term investment strategy.
Phone: (443) 332-1031 | Email: carl@seracapital.com | Website: www.seracapital.com
