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Sophia Bera


Sophia Bera, CFP is the Founder of Gen Y Planning which delivers comprehensive financial planning advice to people in their 20s and 30s across the country. Sophia has been quoted on various websites and publications including Forbes, Business Insider, AOL, Yahoo, Money Magazine, InvestmentNews, and The Huffington Post. She was recently named one of the “Top Financial Advisors for Millennials” by the website: MoneyUnder30.com. She is a sought after speaker and presenter and is an active member of the Financial Planning Association. In her free time, Sophia enjoys performing as an actor/singer and traveling the world with her husband, Jake.

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