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Financial Planning for Millennials

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To apply to become a client of Gen Y Planning, click the button below, or get in touch through any of the following:

Email: sophia@genyplanning.com
LinkedIn: Sophia Bera
Twitter: @SophiaBera

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If you’re a current client, a member of the media or a friend of Sophia’s, please schedule a call by clicking here.

Ashley Dixon, CFP®, our Lead Planner, is available for media requests. Please contact Ashley via email here.

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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

Sophia Bera, CFP®
sophiaberaSophia Bera, CFP®@sophiabera·
17h

The best place to save money for a down payment on a house, according to a financial planner: https://snip.ly/n3yptz via @CMLock42

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sophiaberaSophia Bera, CFP®@sophiabera·
23h

Money tip: Reflect on some of the savings and spending habits you've picked up during the pandemic. How can you make them permanent? https://genyplanning.com/2020/07/28/pandemic-savings-habits-to-adopt-for-the-long-term-2/

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sophiaberaSophia Bera, CFP®@sophiabera·
26 Feb

The smartest things do with your money when you get a raise, according to a financial planner: https://snip.ly/sw98hq via @finstaples

Reply on Twitter 1365308274724245514Retweet on Twitter 1365308274724245514Like on Twitter 1365308274724245514Twitter 1365308274724245514
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