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 We do not accept guest post requests, and do not publish guest articles on our site.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

  • CNBC: Understanding your first paycheck (and why it’s so much smaller than you thought)
  • CNBC: Renting an apartment or home? Here is what real estate experts say you need to know
  • Business Insider: When you open a joint bank account you should read your bank account rules on death. Here’s why it matters
  • Business Insider: Assigning a beneficiary to your bank account ensures someone can claim your money after death
  • Arkansas Democrat Gazette: Cashing in on home equity windfall
  • CNN Business: The secrets to managing money as a couple
  • The Washington Post: How to Safely Cash In on Your Home Equity Windfall
  • Over Sixty: Want to become debt-free this year?

Past Press Highlights

  • Think Advisor: She Built a Virtual Planning Firm for Millennials Before It Was Cool
  • CNBC: Before you join ‘The Great Resignation’ and quit your job, here’s what you need to know
  • CNN Business: 4 tips for couples looking to manage their finances together
  • Financial Advisor Success Podcast: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections, With Sophia Bera

Press Archives

  • 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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Sophia Bera Daigle, CFP® Follow

Founder of Gen Y Planning. Entrepreneur. Wife & Mama. Theatre kid at heart. Lover of breakfast tacos and karaoke.

sophiabera
sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
2h

A great article for college students looking to start their own side hustle while in school. I was happy to contribute to this article from @vervetimes. #SideHustle #PersonalFinance #CollegeJob https://buff.ly/3SPG4zo

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
12 Aug

No one can control what’s going on right now, and we certainly can’t control the economic implications, either. So what can you do? #Investing #MarketVolatility https://buff.ly/3bmmxpE

Reply on Twitter 1558181610637361155 Retweet on Twitter 1558181610637361155 Like on Twitter 1558181610637361155 Twitter 1558181610637361155
sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
12 Aug

Creating a budget or a spending plan starts with understanding your life — your needs, your wants, and your bills. #Budgeting #Spending #FinancialBuildingBlocks https://buff.ly/3u9zpp8

Reply on Twitter 1557879630681473025 Retweet on Twitter 1557879630681473025 Like on Twitter 1557879630681473025 Twitter 1557879630681473025
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