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Book Info

Author's Name

Carlos Sera


They say that a picture is worth 1,000 words and so I will point you to the series of 11 lithographs created by Pablo Picasso in 1945. The 11 lithographs take you on a journey from realism to abstraction until you finally arrive at the final one. He entitled the 11th work The Bull because in its simplicity it captured the Essence of Bull. I encourage you to take a few minutes with your favorite browser and see what Picasso saw. This journey from realism to abstraction teaches us to focus on what really matters or the core essentials.
This book, Financial Tales, is an abstraction. While most financial information comes to us in the form of realism, this book takes the opposite approach. The goal of financial realism is to educate or inform us in the hopes that it will lead to a core understanding.
Visit financialtales.com for more info and financial tales.

Size Info

Trim size: 6" x 9",
Page count: 280,
Interior type: Black and White,
Page color: Cream,
Spine width: 0.7"

Target Audience

Who are your readers?

Anyone: Here's the book's description....

View the world through the eyes of an investment advisor. Gain insight on your relationship with money and begin pursuing new levels of financial success with Financial Tales.

These Financial Tales Will Show You How To
Develop a sustainable relationship with money
Understand financial markets
Manage you investments intelligently and by yourself
Identify and hire expert advisors if you choose to work with one
Work productively with your expert advisor
Create a game winning financial team
Retire intelligently and with abundance
Prepare for the unexpected
Learn accountability and develop good habits
Pick the right college and insurance policy
Overcome the biggest obstacle to investment success
Learn when to say yes and when to say no

What 3 things would you like to communicate to your readers with this design?

We want four symbols: A Bull, a Bear, a Peacock and a Dragon.

Style and Content

What colors do you want to see in your design?

Doesn't matter - completely open.

What colors do you NOT want to see in your design?

Doesn't matter - completely open.

Describe the style(s) you like (traditional, modern, etc.)

Think... Timeless storybook cover.
Aesop's Fables
Arabian Nights
Illuminated Manuscript

What content must be included in your design?

Back Cover:
"A few years ago I embarked on a project to teach my children everything I knew about investing and personal finance. As you read this book, you will immediately recognize it is unlike any other investment and personal finance book you have ever encountered. The book gets its title Financial Tales because the financial lessons revealed are all told in the form of tales. We teach through tales because throughout history our greatest teachers have taught through stores, fables and parables. It is a powerful way to learn because it encourages immediate, positive and long-lasting action. In doing so, we are able to relate to the stories, either personally or by observation of others and thus gain practical skills. My goal today is to demystify a complex topic and for you to gain access to the same investment and personal finance knowledge previously reserved for family, close friends and clients. I hope you share it with all those dear to you."

"Carlos Sera grew up outside Baltimore, Maryland. He graduated from Johns Hopkins University then earned his MBA in Finance and Applied Economics from the Simon School of Business. He is a Registered Investment Advisor, trader and author of the fiancialtales.com blog where he explains the world of money and behavior through storytelling. Carlos has worked with hundreds of clients over three decades and shares his experiences. He is a first generation Cuban-American and resides in Maryland with his wife and children."



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