Press
Interested in interviewing Sophia? Please schedule a call and she’ll be happy to chat with you!
Writing
Sophia Bera’s work has been widely featured across various publications, both in print and online, stretching across publishing greats such as InvestmentNews, CNN Money, Huffington Post, Forbes, Business Insider, and more. Check out the online list below to read some of her recent articles.
Recognition
- Investopedia: Top 100 Most Influential Financial Advisors
- Advisor Websites: Best Blogs to Read for Financial Advisors in 2017 (also published on Investopedia)
- Kurtosys: Women in Finance Power 100
- WealthManagement: The Top CFP Holders Under 36
- Mashable: 75 top Twitter accounts you should follow for your career (also published on Muse)
- Investment News: 40 Under 40, 2015
- Financial Advisor: 10 Young Advisors to Watch
- Yahoo! Finance: 10 Of The Best Personal Finance Experts On Twitter
- Investment News: 20 financial advisers to follow on Twitter
Past Press Highlights
- CNBC: 3 key steps millennials can take now for financial security later
- New York Times: Why Paying For Financial Advice Makes Sense
- Fortune: Brokers and Advisors Fight for Millennials’ Money
- Forbes: 10 Steps To Millennial Financial Success
2017 Press
TV Clips, Web Segments, Radio Spots, and Podcasts
- Digital Marketing for Financial Planners Podcast: Ep. 22: Off Time Management
- Digital Marketing for Financial Planners Podcast: Ep. 21: Moving Beyond AUM and Finding HENRYs
- The I Love D.I. Podcast: Ep. 58: Interview With Sophia Bera
- Wisconsin Public Radio: Financial Planning Tips For Millennials
- The Gen Why Lawyer Podcast: Ep. 101: What to Do With Your Lawyer Money with Financial Planner Sophia Bera
- Life Skills That Matter Podcast: Ep. 099: Building Your Financial Runway for Self-Employement With Sophia Bera
- The Entrepreneur House Podcast: Ep.197: What Should the Younger Generation Do With Their Money? And Media Hacking ~ Sophia Bera
- Financial Advisor Success Podcast: Ep 012: Delivering Profitable Financial Planning To Millennials For A Monthly Retainer Fee With Sophia Bera
Online
- InvestmentNews: What really deters women from staying in the financial advice profession
- Business Insider: Ask a Financial Planner: ‘Should I refinance my student loans, even though I have less than $10,000 to go?’
- Business Insider: Ask a Financial Planner: Does it ever make sense to raid your 401(k) to pay off a debt?
Featured
- BBC Capital: The unfair stigma surrounding millennials and their money
- CNBC: Want to live happily ever after? Talk about money
- CNN Money: 8 money mistakes new parents should avoid
- MorningstarAdvisor: Investing in Youth
- CNBC: Unexpected ways to use those Roth IRA contributions
- The Wall Street Journal: Tips on Picking a Roth IRA for Your Teen
- Business Insider: 7 things people think are terrible for their finances that actually aren’t
- CNBC: A move to Arkansas helped this couple pay off a $60,000 debt
- CNBC: How to hack your HSA: It’s not just for medical costs anymore
- NBC Better: 3 Ways to Ease the Pain of Back-to-School Costs
- Capital Ideas: How Millennials Can Plan for Retirement in the Age of the Gig Economy
- CNBC: Half of millennials share two stressful views about money
- Student Loan Hero: You’ll Probably Live to 100 — Which Means You Need to Save for Retirement Now
- CNBC: Switching jobs? Don’t forget that 401(k) plan
- Business Insider: 7 of the dumbest things people do with their money before they buy a home
- Simply Insurance: 30 Financial Experts Reveal How To Invest Life Insurance Proceeds
- MintLife Blog: Can I Afford It? Big Toys Edition
- CBS News: How do you save for retirement as a freelancer?
- MarketWatch: ‘Math isn’t so hard’ for women post backfires for financial planning organization
- Investor’s Business Daily: Reliable Ways To Recruit Stars To Your Firm
- CNBC: 4 hacks to stretch your summer vacation budget
- CNBC: No wonder people cry at weddings, with costs like these
- CNBC: Here’s what the average American would do with a $10,000 windfall
- The Penny Hoarder: Here’s a Simple Guide to Everything You Need to Know About Roth IRAs
- uexpress: Tips for Debt-Wary Young Homebuyers
- Business Insider: 10 things you can learn about money in 10 minutes that will change your life
- MarketWatch: Why some financial advisers use someone else to manage their own money
- Good: Here’s How Millennials Can Fix Their (Scrambled) Nest Eggs
- Business Insider: 7 things people think are terrible for their finances that actually aren’t
- Business Insider: 7 pieces of homebuying advice you can’t afford to ignore
- Business Insider: A financial planner explains why starting a new job is the best time to negotiate salary
- The Day: Buying a home before age 30
- attn: A Quarter of U.S. Workers Have Less Than $1,000 for Retirement
- MarketWatch: How advisers can hire — and keep — young employees
- Rep Cap Media: 5 Reasons to Use Content Marketing for Financial Services
- Advisor Websites: Sophia Bera: Women in the Financial Industry
- Mic: The 10 commandments for financial success: Follow these rules and grow richer
- CNBC: Millennial money myths: The young still like their greenbacks
- CNBC: Millennial money myths: The truth about homes, cars and ownership
- CNBC: The best way to set your kids up for financial success is one most people overlook (also published by Yahoo Finance UK)
- Cosmopolitan: 4 Money Rules You Should Stop Following ASAP
- The College Investor: Ellevest Review: A Robo-Advisor for Women
- Coveteur: How to loan money to a friend
- attn: The Biggest Money Mistakes You’ll Make in Your 30s and How to Avoid Them
