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About Us

50+ specialists

10+ languages

avg. 15+ yrs experience

SERRA is a network-based financial advisory firm with more than 50 financial specialists. What makes us unique is that all of our assignments are delivered by independent specialists with at least 10 years of experience. All specialists have undergone a comprehensive onboarding process. We have a hands on approach. Roles and engagement terms are flexible. We always act with the utmost discretion.