Recognition
- Investopedia: Top 10 Most Influential Financial Advisors
- Empower: 2018 Top 50 Women in Personal Finance
- CNBC: Digital Financial Advisor Council
TV Clips, Web Segments, Radio Spots, and Podcasts
- CNBC: Start saving for retirement as soon as possible: Advisor
- CNBC: Here’s the question you really want to ask your financial advisor
- Entrepreneurs on Fire: 614: Sophia Bera: THE financial planner for Gen Y
- Money Savage Podcast: Ep. 23: Gen Y Planning with Sophia Bera
- Next Gen Planners: Episode 40 – Sophia Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts)
Online
- Early to Rise: 8 Simple Tips to Transform Your Business’s Finances
- Go Banking Rates: How I Keep Other People’s Money Problems From Becoming My Own
- Progressive Life Lanes: What to do now to protect your home before a natural disaster
- Go Banking Rates: Why I Always Recommend Talking to More Than One Mortgage Lender
- Go Banking Rates: Why I Think Hiring Moms Is the Key to a Successful Business
- Progressive Life Lanes: Money-saving tips for new parents
- Progressive Life Lanes: 4 unexpected ways to save on your home purchase
- Progressive Life Lanes: Checklist: What to have ready before you buy a car
- Progressive Life Lanes: Tips for buying a car from a private seller
- Progressive Life Lanes: The best times to evaluate your car insurance
- Progressive Life Lanes: Hacks to save on car maintenance
- Progressive Life Lanes: Should you refinance your car loan?
Featured
- Bankrate: Best No Annual Fee Credit Cards of 2018
- CNBC: Two tax-friendly ways to donate money
- InvestmentNews: Masterworks is opening fine art investing to the masses
- CNBC: Distrust, grit, relief, shock. What kids of the Great Recession think about money today
- MarketWatch: Here’s why you shouldn’t retire super early — even if you can
- CNBC: These surprise college costs could leave you at least $3,000 short this year
- CNBC: Two tax-friendly ways to save money
- Wealth Advisor: Here’s why you shouldn’t retire super early — even if you can
- CNBC: Distrust, grit, relief, shock. What kids of the Great Recession think about money today
- CNBC: What you need to know about your employee stock purchase plan
- Mic: Money managers aren’t just for people with money — here’s how to decide if you need a finance expert
- Business Insider: 9 things that seem like a good investment but are actually losing you a ton of money
- Insider: 10 signs you have an unhealthy relationship with money
- CNBC: 5 smart ways to use that first job money
- Business Insider: The best way to save money, based on your zodiac sign
- The Everygirl: 6 Finance Experts Share Their Best Tokens of Advice
- Vice: How Old Is Too Old to Live with Your Parents?
- Go Banking Rates: Real People Share Their 28 Best Money-Saving Travel Tips
- CNBC: Millennials: Here’s what to consider before you dive into a health savings account
- CNBC: Even financial aid won’t help you cover these college expenses
- Go Banking Rates: Could HSAs Be the Cure for Costly Healthcare?
- Student Loan Hero: 4 Creative Benefits Employers Use to Entice New Talent
- Business Insider: You’re probably making these 11 tax mistakes — and it could be costing you thousands
- Nerd’s Eye View: 12 Tips To Survive Your First 12 Months As An Independent Financial Advisor
- CNBC: Millennials, this retirement hack is for you
- Go Banking Rates: Common Money Myths About Millennials
- Student Loan Hero: If You Want to Retire Rich, Here’s How Much Money You Need to Save Now