Gen Y Planning brings financial planning to millennials. We now work with a variety of clients in their 20s, 30s, and 40s who are in the middle of making huge life decisions: navigating a new job, buying a home, merging finances, starting a family, relocating, and pursuing advanced degrees. The Gen Y Planning team believes that the earlier you work with a CFP®, the faster you can build a secure financial foundation for the future.
Are you looking for guidance as you make major financial decisions? We want to be on your team to help you simplify, streamline and automate your finances. Learn more about our process here.
Meet The Team
Founder and Principal Financial Planner
Sophia Bera, CFP® is not your father’s financial planner. After working in traditional financial planning firms since 2007 she quit her job at a NY start-up to launch her own firm, Gen Y Planning. Now, she runs a six-figure online business from her laptop. Her recent accolades include the “Top 40 Under 40” by Investment News, the Investopedia “Top 100 Financial Advisors”, and “Investopedia Top 10 Financial Advisors.”
Sophia has been quoted in the New York Times, Wall Street Journal, Forbes, Fortune, Business Insider, Yahoo Finance, CNN Money, CNBC, Huffington Post, Mashable, LifeHacker, and more. She is one of 15 members of the CNBC Financial Advisor Council. If you Google “financial planner for Gen Y” she’s at the top of the list. Sophia lives in Austin, Texas with her husband, Bryan, and their son, Theo, who was born in fall 2020. After spending several months living abroad in 2019, they are excited to share their love of travel with Theo.
Sophia helps people use their money to match their values. Her clients range from creatives to small business owners to Silicon Valley employees. Whether you plan to retire early, take a sabbatical, or build a career you love, we’re excited to work with you.
Marlene Romo, Client Service Associate
Marlene graduated from the University of South Florida’s personal financial planning program in May 2019. After graduating, she has been highly involved in her family’s Mexican restaurant, helping grow the business by running payroll, scheduling and other operations duties. Through investing her time into the family business, Marlene grew passionate about helping both her family and others achieve financial success.
As a first-generation college graduate and the daughter of immigrants, Marlene believes in the importance of planning for retirement and helping her community establish financial security. She is currently pursuing a CFP® certification and speaks both English and Spanish. During her free time, she enjoys traveling, group workout classes, and hiking at state parks near her home in Sarasota, Florida.