Sophia Bera

CFP®
Founder and Financial Planner
Gen Y Planning, Austin, TX
Visit Website
2019 Top Advisor Investopedia 100
Return to Investopedia 100

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 InvestmentNews, "10 Young Advisors to Watch" by Financial Advisor Magazine, and 10 of the Best Personal Finance Experts on Twitter.” Sophia is also excited to partner with Ellevest in serving their clients.

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.