Sophia Bera, CFP® is not your father’s financial planner. After working in traditional financial planning firms since 2007 she quit her job to launch her own company, Gen Y Planning. Now, she’s a location independent entrepreneur 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 named one of “10 Young Advisors to Watch” by Financial Advisor Magazine and one of the “Top 40 Under 40” by InvestmentNews. She spends her free time doing yoga, tweeting, and eating amazing food from around the world with her friends.