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Financial Planning for Millennials

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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>

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Sophia Bera, CFP® Follow

Foodie financial planner who loves books, podcasts, and karaoke. Living in Austin, TX and loving it!

sophiabera
sophiabera Sophia Bera, CFP® @sophiabera ·
19h

Have you made these financial moves this year? You're going to want to get them on your to do list. #MoneyMoves #PersonalFinance https://buff.ly/3ByjYt8

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sophiabera Sophia Bera, CFP® @sophiabera ·
29 Jun

No longer qualify for a Roth IRA? Here are some ideas for what's next. #RothIRA https://buff.ly/3MrpHVl

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sophiabera Sophia Bera, CFP® @sophiabera ·
28 Jun

Bonds have a reputation for being the safe and stable alternative to risky, daredevil stocks. Their reliable returns and ability to produce income make them integral in any well-diversified portfolio. #Bonds https://buff.ly/3y2s63V

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