Press
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Writing
Sophia Bera 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
- Investopedia: #3 Most Influential Advisor for 2019
- Empower: 2018 Top 50 Women in Personal Finance
- CNBC: Digital Financial Advisor Council
- Sophia Bera Woman in Finance Award for students at Utah Valley University
- Minnesota State University Mankato: Distinguished Young Alumni award
Past Press Highlights
- CNBC: Start saving for retirement as soon as possible: Advisor
- Go Banking Rates: Why I Always Recommend Talking to More Than One Mortgage Lender
- MarketWatch: Here’s why you shouldn’t retire super early — even if you can
- Business Insider: You’re probably making these 11 tax mistakes — and it could be costing you thousands
2019 Press
TV Clips, Web Segments, Radio Spots, and Podcasts
- Afford Anything: #207: Ask Paula — Should I Take a $30K Pay Cut for Better Work-Life Balance, or Stick it Out?
- Stacking Benjamins: Outdated Money Advice You Should Probably Ditch (plus an intro to MetPro)
- Cheddar @Home: Not Your Father’s Financial Planner
- CNBC: Start saving for retirement as soon as possible: Advisor
Featured
- Well And Good: 4 Expert Tips to Create Financial Togetherness With Your Partner — Without Merging Accounts
- Bloomberg Work Wise: The Old Rules for Building Wealth Are Obsolete
- Business Insider: A financial planner gives every client a 3-step checklist to start building wealth, no matter how much money they have
- CNBC: Five genius hacks to make the most out of your new raise
- CNBC: Cringeworthy money mistakes advisors have seen their clients make
- CNBC: When an advisor has to deliver some bad news to a client
- NerdWallet: 5 Money Strategies for Military Deployments
- CNBC: Are collectibles for collecting or investing? Advisors weigh in
- CNBC: Here’s the best financial advice these 10 advisors ever received
- CNBC: Gay pilots? Muslim quarterbacks? There’s a financial advisor focusing in on every niche customer
- MEL Magazine: Your Big Bank Sucks. It’s Time to Bail Yourself Out.
- Financial Planning: A cure for advisor burnout
- Business Insider: 3 financial decisions that will make it harder to retire
- Business Insider: 3 expenses to avoid if you want to retire in 10 years
- Business Insider: 7 pieces of homebuying advice you can’t afford to ignore
- Business Insider: 4 of the biggest mistakes millennials are making with their money, according to experts
- Business Insider: Here’s exactly what millennials should be doing every five years to become rich, according to a financial planner
- Girlboss: How To Survive A Breakup Without Going Broke
- Zing! by Quicken Loans: How Millennials Can Play Catch-Up in Retirement
- Wallet Hacks: 8 Financial Products Most People Should Avoid
- Reader’s Digest: Everyday Habits of Debt-Free People
- Business Insider: Millennial couples buying homes before they get married are making a risky move that shows how different they really are from their parents
- CNBC: Congrats on your raise. Here are five ways to spend it wisely.
- CNBC: If you’re a young adult and receive a small windfall, here’s how to put it toward retirement
- CNBC: Here’s how to invest that windfall for retirement if you’re 40-something or older
