Sophia Bera
Founder, Gen Y Planning
CFP
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 is excited to partner with Ellevest in serving their clients.
Austin, TX
Articles & Insights
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