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Sophia Bera
Works at Gen Y Planning
Attended Minnesota State University, Mankato
Lives in Minneapolis, MN
243 followers|10,572 views
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Heads up!  Join me and 21 other sought after experts as we share the most impactful actions you can take in multiple areas of your business. It’s THE INDEPENDENT ADVISOR’S IMPLEMENT NOW! Practice Management Virtual Summit happening March 16-20
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Check out my latest from Daily Finance!
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If you're curious about how best to manage your finances and you're a millennial, I answer a lot of questions on The GenY Success Show: bit.ly/1yYpYWi. Check it out!
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Are you debating whether you should choose an FSA or HSA for 2015? Find out some pros and cons in my latest DailyFinance post.
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Are you a millennial? This is one of my most popular posts on DailyFinance! 
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Check out my latest DailyFinance post for millennials!
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Check out my latest post for AOL. Hopefully, more people will know that there are younger CFPs working to serve the needs of #millennials  
Millennials who feel they can't afford financial advice should consider planners who get monthly retainers to help with many issues, not just retirement.
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Have her in circles
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Why it's more important to start saving in your 20s than to worry about picking the perfect investments. Check out my latest from Daily Finance.
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Are you trying to save for holiday spending? Check out my 8 tips below!
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People might be upset by this one.  Here's my latest article on AOL.
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People
Have her in circles
243 people
AAFS Insurance's profile photo
Tim Kober's profile photo
Josh Denning's profile photo
Bill Winterberg's profile photo
Lou Solly's profile photo
George Papadopoulos's profile photo
Bo Hanson's profile photo
George Kinder's profile photo
Mary Beth Storjohann's profile photo
Work
Occupation
Founder of Gen Y Planning
Employment
  • Gen Y Planning
    Financial Planner, present
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Minneapolis, MN
Contact Information
Work
Mobile
612-790-7955
Email
Story
Tagline
Financial Planning for My Generation
Introduction
I'm the founder of Gen Y Planning.  I help Millennials find clarity around their money in an affordable and accessible way.  I work with clients in their 20s and 30s across the U.S.  I'm not your father's financial planner :)
Bragging rights
I've been quoted on various websites and publications including Forbes, Business Insider, CNN Money, AOL, Yahoo, InvestmentNews, and The Huffington Post. I was recently named one of the “Top Financial Advisors for Millennials” by the website: www.MoneyUnder30.com.
Education
  • Minnesota State University, Mankato
    2005
Basic Information
Gender
Female