Sophia Bera

Sophia Bera

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 in 2013 to launch her own firm, Gen Y Planning. Now, she runs a six-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, and “10 of the Best Personal Finance Experts on Twitter” by Benzinga.

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. When she’s not working from a coffee shop, you can find her in a yoga class or eating a breakfast taco in Austin, Texas.

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