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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

Website

Articles & Insights

Financial Advisor A Peek Behind the Scenes at GYP: How I Built the Kind of Business I Want to See in the World
Why create my own business? Why take on the risk, when I could have a stable job at a financial planning firm?
By Sophia Bera
Financial Advisor Why Mom And Dad Aren’t Your Financial Planners
Many clients have the same concerns — things like saving, paying off debt or saving for retirement. But many potential clients also want to get permission from their parents before working with a financial planner.
By Sophia Bera
Financial Advisor Investing: It’s Not Just For Rich Old People Anymore
A lot of Millennials don’t picture themselves as investors, and that’s a problem. The reality is that investing is, and should be, pretty boring.
By Sophia Bera
Financial Advisor Ways People Pretend to Have Their Money Sh*t Together
When you’ve got friends who live like the Rich Kids of Instagram, life can feel distorted; especially if you’ve talked about money with these friends and you know they don’t make more than you do.
By Sophia Bera