Sophia Bera, CFP® Gen Y Planning

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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

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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I’m Scared to Spend Money, But I Make Six Figures

February 27, 2019

I’ve spoken to so many successful millennials who earn a comfortable salary and save and invest a healthy amount. Yet they still hoard cash like their luck is about to run out, or are racked with fear whenever faced with a chance to spend on something that isn’t essential to survival. They’re so afraid to […]

The post I’m Scared to Spend Money, But I Make Six Figures appeared first on Gen Y Planning.

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How Do Trust Funds Pay Out?

February 21, 2019

Whether you’re the recipient of a trust fund or you’re setting one up for the benefit of someone else, it’s important to understand the basics of how trusts work. Trusts can be complicated, but they’re also helpful estate planning tools that allow people to pass their wealth down, while in many cases bypassing the expensive […]

The post How Do Trust Funds Pay Out? 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: $215+/mo + $2,000+ upfront
  • AUM: .70%

SEC Records

States Registered

  • California
  • Minnesota
  • New York
  • Pennsylvania
  • Texas

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