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Sophia Bera
Works at Gen Y Planning
Attended Minnesota State University, Mankato
Lives in Minneapolis, MN
292 followers|12,078 views
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Sophia Bera

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Are your parents the best source for money advice? Times have changed since they were your age. Here are some other ways to seek financial guidance.
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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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Sophia Bera

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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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Have her in circles
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Sophia Bera

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Here's my latest post via AOL!
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Yes, I was a double major in theatre and women's studies in college and now I'm a financial planner who runs her own company.
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Psych major, theater minor here. :)
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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
Have her in circles
292 people
Rhonda Moore's profile photo
Lon Jefferies's profile photo
Katie Serbus's profile photo
Scott Cole (ScottDCole)'s profile photo
Addie McHale's profile photo
Elena Forbes's profile photo
Mike Branham's profile photo
Warren Marshall's profile photo
Chelsea Krost'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