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.
Ashley Dixon, Lead Financial 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. After a two year career break in Hawaii with her family, it was time to escape toddler life and return to financial planning and adult conversations.
As a military spouse, Ashley has lived in numerous states and loves working virtually for Gen Y Planning. As the budgeting and cash flow expert, she enjoys helping her generation create financial security and live their lives to the fullest — starting now. When Ashley isn’t spending time with her family she enjoys cooking, traveling, and running half-marathons.
Caishalynne Echols, Associate Financial Planner
Caish is an Accredited Financial Counselor® and CERTIFIED FINANCIAL PLANNER™ who graduated from Utah Valley University’s personal financial planning program with a 4.0 GPA in May 2019. During her time as a student, she was awarded various awards including the Outstanding Student Award, the Carl Richards Real Financial Planner Award and the Personal Financial Planning Excellence Award.
Caish was also a financial coach at the university’s Money Management Resource Center where she volunteered helping students with their financial questions. She completed three different financial planning internships while simultaneously going to school and she recently became a CFP®.
Caish’s passion for helping others began when she lived in El Salvador and Belize for 18 months serving a mission for her church and has spilled over into everything else in her life. She loves traveling with her husband, coaching tumbling and cheerleading, leading youth groups on international humanitarian trips, and playing with her two dogs, Poppi and Bear, at her home in Iowa.
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.