The Formal Version
Sophia Bera, CFP® is passionate about bringing financial planning to Gen Y to empower her generation. She has been in the financial planning industry since 2007 and is the Founder of Gen Y Planning, which delivers comprehensive financial planning 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, The Fiscal Times, InvestmentNews, and The Huffington Post. She was recently named one of the “Top Financial Advisors for Millennials” by the website www.MoneyUnder30.com.
Sophia is a sought after speaker and is an adjunct faculty member at her alma mater, Minnesota State University, Mankato. She is an active member of the Financial Planning Association of Minnesota, where she serves as the Chair of the Financial Education Committee. In her free time, Sophia enjoys performing as an actor/singer and traveling the world with her husband, Jake.
Want to know more about Sophia Bera or have questions about becoming a client? Send her an email:Sophia@genyplanning.com or give her a call: 612-790-7955.
The Informal Version
I didn’t set out to be a financial planner. I was actually a double major in Theatre Performance and Women’s Studies in college, but I became obsessed with buying a house once I graduated. In between studying my lines for Steal Magnolias, I sat in Barnes and Noble and read every book I could on money, personal finance, real estate, and building wealth. After graduating from college I bought a house at the age of 21. At that point, my friends started coming to me with all their financial questions, and I realized that I loved helping people with their money and there was no one for them to go to with their money questions, so I set out to become a CFP®.
In between waiting tables and doing 52 performances of The Rivals, I started taking my CFP® classes every Monday night. In my second CFP® course I met my future boss and got my foot in the door at a financial planning company. After working at a few different local financial planning firms, I decided to take an opportunity working with a start-up so that I could work with clients all over the country and really learn about what’s important to my generation.
Most financial planners have asset minimum requirements (like $1,000,000!!!) that their clients must meet in order to work with them. I was determined to shake up the financial planning industry and not have any asset minimum requirements so I started Gen Y Planning. I wanted to work with clients from Gen Y and help them START building their net worth TODAY so that they can have $1,000,000 SOMEDAY!
What are you waiting for? Give me a call: 612-790-7955 or shoot me an email at: firstname.lastname@example.org