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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·
7h

Why the pandemic winter is the perfect time to try out "slow work:" https://snip.ly/705nto

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sophiaberaSophia Bera, CFP®@sophiabera·
13h

Furnishing Your Home in a Pandemic Will Require Patience: https://snip.ly/40zhea via @rondakaysen

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sophiaberaSophia Bera, CFP®@sophiabera·
17h

More refunds coming as cruise lines cancel more sailings: https://snip.ly/1fts5h via @maryforgione

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