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 10 Most Influential Financial Advisors
- Empower: 2018 Top 50 Women in Personal Finance
- CNBC: Digital Financial Advisor Council
Past Press Highlights
- Cosmopolitan: 4 Money Rules You Should Stop Following ASAP
- MarketWatch: How advisers can hire — and keep — young employees
- MorningstarAdvisor: Investing in Youth
- The Wall Street Journal: Tips on Picking a Roth IRA for Your Teen
2018 Press
TV Clips, Web Segments, Radio Spots, and Podcast
- CNBC: Start saving for retirement as soon as possible: Advisor
- CNBC: Here’s the question you really want to ask your financial advisor
- Entrepreneurs on Fire: 614: Sophia Bera: THE financial planner for Gen Y
- Money Savage Podcast: Ep. 23: Gen Y Planning with Sophia Bera
- Next Gen Planners: Episode 40 – Sophia Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts)
Online
- Early to Rise: 8 Simple Tips to Transform Your Business’s Finances
- Go Banking Rates: How I Keep Other People’s Money Problems From Becoming My Own
- Progressive Life Lanes: What to do now to protect your home before a natural disaster
- Go Banking Rates: Why I Always Recommend Talking to More Than One Mortgage Lender
- Go Banking Rates: Why I Think Hiring Moms Is the Key to a Successful Business
- Progressive Life Lanes: Money-saving tips for new parents
- Progressive Life Lanes: 4 unexpected ways to save on your home purchase
- Progressive Life Lanes: Checklist: What to have ready before you buy a car
- Progressive Life Lanes: Tips for buying a car from a private seller
- Progressive Life Lanes: The best times to evaluate your car insurance
- Progressive Life Lanes: Hacks to save on car maintenance
- Progressive Life Lanes: Should you refinance your car loan?
Featured
- Bankrate: Best No Annual Fee Credit Cards of 2018
- CNBC: Two tax-friendly ways to donate money
- InvestmentNews: Masterworks is opening fine art investing to the masses
- CNBC: Distrust, grit, relief, shock. What kids of the Great Recession think about money today
- MarketWatch: Here’s why you shouldn’t retire super early — even if you can
- CNBC: These surprise college costs could leave you at least $3,000 short this year
- CNBC: Two tax-friendly ways to save money
- Wealth Advisor: Here’s why you shouldn’t retire super early — even if you can
- CNBC: Distrust, grit, relief, shock. What kids of the Great Recession think about money today
- CNBC: What you need to know about your employee stock purchase plan
- Mic: Money managers aren’t just for people with money — here’s how to decide if you need a finance expert
- Business Insider: 9 things that seem like a good investment but are actually losing you a ton of money
- Insider: 10 signs you have an unhealthy relationship with money
- CNBC: 5 smart ways to use that first job money
- Business Insider: The best way to save money, based on your zodiac sign
- The Everygirl: 6 Finance Experts Share Their Best Tokens of Advice
- Vice: How Old Is Too Old to Live with Your Parents?
- Go Banking Rates: Real People Share Their 28 Best Money-Saving Travel Tips
- CNBC: Millennials: Here’s what to consider before you dive into a health savings account
- CNBC: Even financial aid won’t help you cover these college expenses
- Go Banking Rates: Could HSAs Be the Cure for Costly Healthcare?
- Student Loan Hero: 4 Creative Benefits Employers Use to Entice New Talent
- Business Insider: You’re probably making these 11 tax mistakes — and it could be costing you thousands
- Nerd’s Eye View: 12 Tips To Survive Your First 12 Months As An Independent Financial Advisor
- CNBC: Millennials, this retirement hack is for you
- Go Banking Rates: Common Money Myths About Millennials
- Student Loan Hero: If You Want to Retire Rich, Here’s How Much Money You Need to Save Now
