About Gen Y Planning

Young professionals are in the middle of making huge life decisions: pursuing advanced degrees, buying homes, getting married, having kids, and switching jobs. The Gen Y Planning team believes that your 20s and 30s are one of the best times to seek financial planning help in order to build a secure financial foundation for the future. We help clients navigate student loans, consumer debt, saving, investing, selecting insurance and company benefits, tax planning, and more.

Are you looking for guidance as you make major financial decisions? Would you like to get your money organized and set actionable goals? Gen Y Planning can help!

About Sophia Bera

sophia_headshotSophia 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 6-figure online business from her laptop. Her recent accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.” Sophia is excited to partner with Ellevest in serving their clients.

Sophia’s 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. If you Google “financial planner for millennials” she’s at the top of the list. When she’s not working from a coffee shop, you can find her in a yoga class or eating a breakfast taco in Austin, TX.

Sophia helps people use their money to create their ideal lives. Want to learn more? Click the button below!


Meet the GYP Team

Ashley Dixon, Associate Planner

Ashley is a CERTIFIED FINANCIAL PLANNER™ and has been in the industry planning since 2011. She was a pioneer in virtual paraplanning and at her last firm she worked remotely preparing financial plans for eight advisors. When her husband was stationed in Hawaii from June 2016-2018, Ashley knew it was a good time to take a break from financial planning and focus on raising two little ones while going to the beach every day.

She’s excited to get back into working remotely and assist her generation in living their lives with financial security to the fullest — starting now. When Ashley isn’t spending time with her family she enjoys cooking, traveling, and running half-marathons.