Sophia Bera

Sophia Bera

Sophia Bera, is a Certified Financial Planner and the Founder of Gen Y Planning.  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 in May 2013. Now, she runs a six-figure online business from her laptop. Her recent accolades include the “Top 40 Under 40” by Investment News, the Investopedia “Top 100 Financial Advisors”, and “Investopedia Top 10 Financial Advisors.”
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. She is one of fifteen members of the CNBC Financial Advisor Council. If you Google “financial planner for Gen Y” she’s at the top of the list. She works virtually with clients across the country, so she can travel the world and immerse herself in other cultures. In 2019, she spent four months running the firm from South America, living and working abroad through a program called Remote Year.
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