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

How to Claim Your Parent as a Dependent on Your Taxes

April 26, 2019

Older millennials are quickly approaching the sandwich generation phase: taking on greater  responsibility for older relatives while also caring for young children. As baby boomers begin to retire, some will need the support of their adult children. In some cases, it may make sense to consider claiming your parent as a dependent on your taxes. […]

The post How to Claim Your Parent as a Dependent on Your Taxes appeared first on Gen Y Planning.

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How to Budget for the Hidden Costs of Homeownership

April 10, 2019

Lifelong renters are often surprised at the random additional expenses they have to cover when they buy a home for the first time. Because landlords cover a lot of the cost of maintaining their property (or roll that cost into your rent amount), rent is the highest amount you pay for housing per month, while […]

The post How to Budget for the Hidden Costs of Homeownership appeared first on Gen Y Planning.

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What Happens to My Roth IRA When My Income Increases?

March 20, 2019

I frequently recommend Roth IRAs to my clients as part of their retirement savings strategy. Because you contribute after-tax income, millennials who are still establishing their careers (and therefore are in a lower tax bracket) can lock in a lower tax rate on contributions now, and then pay no taxes when withdrawing money in retirement […]

The post What Happens to My Roth IRA When My Income Increases? 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%

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