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: 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 for students at Utah Valley University
- Minnesota State University Mankato: Distinguished Young Alumni award recipient
Past Press Highlights
- Bloomberg: The Old Rules for Building Wealth are Obsolete
- Investopedia: Affluent millennials are economically optimistic, but afraid to invest
- Financial Planning Magazine: A Cure for Advisor Burnout
- CNBC: Start saving for retirement as soon as possible: Advisor
Recent Press
TV Clips, Web Segments, Radio Spots, and Podcasts
- Money Checkup: How Business Owners Can Build Balanced Lives
- Stacking Benjamins: Outdated Money Advice You Should Probably Ditch (plus an intro to MetPro)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
- Bloomberg: The Old Rules for Building Wealth are Obsolete
- Redfin: First-Time Homebuyer? Here’s How to Prepare Financially
- NerdWallet: Am I Ready For My First Credit Card?
- Investopedia: Affluent millennials are economically optimistic, but afraid to invest
- Financial Planning: Farewell, mahogany desk: Planners take their meetings online
- Business Insider: Here’s exactly what millennials should be doing every five years to become rich, according to a financial planner
- 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
- 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
- Wallet Hacks: 8 Financial Products Most People Should Avoid
- Zing! by Quicken Loans: How Millennials Can Play Catch-Up in Retirement
- Financial Planning Magazine: A Cure for Advisor Burnout
- Business Insider: 4 of the biggest mistakes millennials are making with their money, according to experts