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 given annually to students at Utah Valley University
- Minnesota State University Mankato: Distinguished Young Alumni award recipient
Recent Press for GYP
- Financial Planning: Going independent? What an RIA needs to know about taxes
- MSN Money: How Marriage Affects Student Loan Payments and Debt
- CNN Business: 4 tips for couples looking to manage their finances together
- CNBC: Quick tips to help college students save money
- WealthManagement.com: The Pandemic Is a Year Old. Here’s the Best (and Worst) of Advisor Tech
- Financial Planning: College students may score 3 stimulus checks. Here’s how
- Financial Advisor Success Podcast: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections, With Sophia Bera
- Money: What to Do if Your Wells Fargo Student Loan Was Just Sold
- GOBankingRates: Common Money Myths About Millennials
- Business Insider: 4 pieces of money advice financial planners wish they could give to Gen Z
- Business Insider: 4 things to do before you invest a single dollar in bitcoin, according to a financial planner
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