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Sophia Bera


Sophia Bera, CFP, is a financial planner for millennials and the Founder of Gen Y Planning. She provides fee-only 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 named one of the “Top Financial Advisors for Millennials” by MoneyUnder30.com. In her free time, Sophia enjoys singing, dancing, and traveling the world while she builds a location independent practice.

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