Financial Planning for Generation Y with Sophia Bera

Sophia Bera, CFP® is not your father’s financial planner. After working in financial planning since 2007 she decided to quit her job to launch her own firm, Gen Y Planning. Now, she’s location independent and is the top Google search for “Financial Planner for Millennials.”

Sophia’s been quoted in The New York Times, Forbes, Business Insider, AOL, The Wall Street Journal, Money Magazine and more. She was recently named one of “10 Young Advisors to Watch” by Financial Advisor Magazine and one of the “Top 40 Under 40” by InvestmentNews.


– Why millennials are bad with money
– The #1 thing we didn’t learn about money
– Hangups for ignoring debt
– How to tackle student loans
– How to negotiate a raise

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