Please note: At this time, we only publish content created by the Gen Y Planning team in accordance with our compliance policy. We do not accept guest post requests, and do not publish guest articles on our site. We also don’t add requested backlinks to resources and articles in content we’ve already published.
If you have a media request or would like to schedule an interview, email Sophia at sophia@genyplanning.com.
Writing
Sophia Bera Daigle and Gen Y Planning have been widely featured across various publications, both in print and online, including CNBC, Business Insider, CNN Money, The Huffington Post, The Wall Street Journal, Forbes, InvestmentNews, and more.
Recognition
CNBC: Digital Financial Advisor Council
Sophia Bera Woman in Finance Award is given annually to students at Utah Valley University
Nerd’s Eye View: Top 50 Financial Advisor Blogs
Investopedia: 100 Top Financial Advisors of 2022
Feedspot: Top 80 Financial Planning Blogs and Websites
Investopedia: 2019 Top 10 Most Influential Financial Advisors
Empower: 2018 Top 50 Women in Personal Finance
Minnesota State University Mankato: Distinguished Young Alumni award recipient
Recent Press for GYP
International Business Times: Millennials Hold Trillions In Wealth—Yet ‘Phantom Wealth’ Keeps Them Feeling Poor
CNBC: Net worth of millennials has quadrupled: Why some call it ‘phantom wealth’
CNBC: Millennials reimagine retirement: ‘The end game might not be … sitting on my Adirondack chair’
RedHot: Retirement Revolution: Millennials ditch old-school relaxation for adventure-fuelled futures
Past Press Highlights
CNBC: Here are some moves investors can make when the market is soaring, financial advisors say
CNBC: Gen Z women spend more on TikTok as app ‘drives consumption,’ analyst says
Investopedia: The Best Designation for Advisors: CFP®, CFA, or CPA?
Top Finance Zone: The One (Simple) Trick to Resetting Your Funds within the New Yr
CNBC: Here are 3 things to do in your 30s to stay on track with retirement savings
Top Finance Zone: What Does Monetary Independence Actually Imply and Is It Achievable for You?
Press Archives