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Financial Planning for Millennials

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Jennifer Chase Photography

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®
sophiaberaSophia Bera, CFP®@sophiabera·
30m

Is market timing everything, or does patience pay off? https://snip.ly/dp1omf

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sophiaberaSophia Bera, CFP®@sophiabera·
20h

5 financial advisors share the biggest mistake they've seen clients make during the pandemic: https://snip.ly/prress via @JenGlantz

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sophiaberaSophia Bera, CFP®@sophiabera·
13 Apr

Visa Takes First Swipe at Cryptocurrency Transactions: https://snip.ly/pnbgx3 via @thebalance

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