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Gen Y Planning

Financial Planning for Millennials

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Press

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 We do not accept guest post requests, and do not publish guest articles on our site.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

Sophia at a coworking space in Mexico City, Mexico on July 18, 2019. Photographer: Alicia Vera Photography/Bloomberg
  • 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
  • CNBC: Digital Financial Advisor Council
  • Sophia Bera Woman in Finance Award is given annually to students at Utah Valley University
  • Minnesota State University Mankato: Distinguished Young Alumni award recipient

Recent Press for GYP

  • 10 Tampa Bay: Amid soaring housing and rent prices, young professionals are changing how they invest their money
  • The New York Times: A Wealth Shift That Could Leave Some Younger Americans Behind
  • Business Insider: What is a Bank Account Beneficiary?
  • CNBC: How much money Americans in their 20s saved in 2023—and how to save more
  • CNBC: ‘I don’t want to spend’: How a TikTok comedian’s call for ‘loud budgeting’ can help your wallet
  • CNBC: Here are two child credits parents can take advantage of this tax season

Past Press Highlights

  • CNBC: Here are some moves investors can make when the market is soaring, financial advisors say
  • CNBC: Here are 3 things to do in your 30s to stay on track with retirement savings
  • 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
  • Top Finance Zone: What Does Monetary Independence Actually Imply and Is It Achievable for You?

Press Archives

  • Coverage from 2023
  • Coverage from 2022
  • Coverage from 2021
  • Coverage from 2020
  • Coverage from 2019
  • Coverage from 2018
  • Coverage from 2017
  • Coverage from 2016
  • Coverage from 2015
  • Coverage from 2014
  • Coverage from 2013
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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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