Sophia Bera

CFP®
Personal Finance, Retirement, Lifestage Based Planning
70%
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13
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“Sophia Bera, Founder of Gen Y Planning, is passionate about helping young professionals use their money to match their values. She works with clients virtually across the country. You can apply to become a client here: www.genyplanning.com/apply”
Firm:

Gen Y Planning

Job Title:

Founder

Biography:

Sophia Bera, CFP® is not your father’s financial planner. After working in traditional financial planning firms since 2007 she quit her job at a NY start-up to launch her own firm, Gen Y Planning. Now, she runs a 6-figure online business from her laptop. Her recent accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.”

Sophia’s been quoted in the New York Times, Wall Street Journal, Forbes, Fortune, Business Insider, Yahoo Finance, CNN Money, CNBC, Huffington Post, Mashable, LifeHacker, and more. If you Google “financial planner for millennials” she’s at the top of the list. When she’s not working from a coffee shop, you can find her in a yoga class or eating a breakfast taco in Austin, TX.

Gen Y Planning works exclusively with young professionals across the country to help them navigate through their finances as they experience life changes such as getting married, having a baby, buying a home, landing a new job, etc. Often times they are earning six figure incomes but haven't had the time to accumulate assets. Topics that arise include career coaching, student loan analysis, investment advice, saving for the future, company benefits optimization, insurance education, and tax planning.

Education:

Minnesota State University-Mankato

Assets Under Management:

$1 million

Fee Structure:

Up front planning fee plus monthly retainer.
Quick Start session for $499.

CRD Number:

5499671

Disclaimer:

Gen Y Planning, LLC is a registered investment adviser offering advisory services in the State of TX, MN, NY, CA and in other jurisdictions where exempted.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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    Investing, Choosing an Advisor, Starting Out
Will any Financial Advisor meet with me?
18% of people found this answer helpful

Congrats on getting an early start! It sounds like you're already making a bunch of smart choices with your money.

I am a virtual financial planner for millennials and would be happy to work with you! I have young clients across the country. I love helping my clients use their money to live awesome lives. I focus much more on what you want your life to look like and then we figure out how to fund your goals.

I charge an upfront planning fee followed by a monthly retainer as opposed to solely focusing on assets. You can learn more about my services here. If you're interested, you can also apply to become a client by filling out this short Google form.

If you want to meet with a planner in person, check out Pam from Brunch and Budget or Danna from Legacy Care Wealth. Both are CFP friends of mine and fantastic planners!

Good luck!

Sophia

April 2017
    Investing, IRAs, Lifestage Based Planning
How diverse should I be with $5,000?
13% of people found this answer helpful
May 2017
    Life Insurance, Lifestage Based Planning, Starting Out
What type of life insurance policy should a 20 year-old be looking for?
11% of people found this answer helpful
August 2017
    Military / Veterans, Bonds / Fixed Income
When should I cash in my EE savings bonds?
10% of people found this answer helpful
January 2017
    Debt, Investing, Real Estate
Should I pay off my mortgage early with my savings?
0% of people found this answer helpful
December 2016