Sophia Bera, CFP® Gen Y Planning

About Sophia Bera, 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.

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. If you Google “financial planner for millennials” she’s at the top of the list. When she’s not working from a coffee shop, you can find her in a yoga class or eating a breakfast taco in Austin, TX.

 

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Recently Published

Wealth Doesn’t Happen Overnight — Here’s How to Get Rich Slowly

July 17, 2019

You daydream about quitting your job if you won the lottery. The truth is, for most people, accumulating wealth takes time. Getting rich slowly isn’t what most people talk about, but it’s the real path to wealth. It’s not sexy or exciting — it’s pretty much like watching paint dry. Very few people develop an […]

The post Wealth Doesn’t Happen Overnight — Here’s How to Get Rich Slowly appeared first on Gen Y Planning.

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The Marie Kondo Approach to Decluttering Your Budget

June 19, 2019

I’ll admit that I don’t have the patience to create a detailed budget myself (I practice “reverse budgeting” — make automatic contributions into savings, retirement, and investing accounts, set aside money to pay all my bills, and spend freely out of what’s left). It’s a system that works for many people, but sometimes you crave […]

The post The Marie Kondo Approach to Decluttering Your Budget appeared first on Gen Y Planning.

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How to Help Your Family Financially Without Going Broke

May 22, 2019

As Gen Y gets older, we’re reaching financial stability in greater numbers, and that means that the family members who helped us out financially for so long may need our help now. Baby Boomers are getting older, and that can come with increased medical expenses, or even retiring in a less secure position than they […]

The post How to Help Your Family Financially Without Going Broke appeared first on Gen Y Planning.

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Ideal Clients

  • Entrepreneurs
  • Gen Y/Millennials
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $215+/mo, $2,000+ upfront fee
  • AUM: .70%

SEC Records

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