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 for GYP
TV Clips, Web Segments, Radio Spots, and Podcasts
- CNBC Summer School: Stock allocation, index funds and a search for steady income
- Business Insider: Why You Should Negotiate Your Salary Before Starting A New Job
- Money Checkup: How Business Owners Can Build Balanced Lives
Featured
- CNBC: Young investors are going digital. Financial advisors need to adapt with them
- CNBC: Most Americans have no money saved for their children: CNBC + Acorns survey
- CNBC: Buying your first home may cost more than you think. Here’s what to expect
- CNBC Select: 4 reasons why it’s smart to put money in a high-yield savings account even when rates are low
- NextAdvisor: CDs Aren’t One-Size-Fits-All. Here are 7 Types You Should Know About
- CNBC: Here’s how much you’ll really need to buy your first home (Hint: It’s more than you think)
- The Wall Street Journal: 35 Ways to Jump-Start Your Emergency Savings
- Money Crashers: 14 Questions You Should Ask a Financial Advisor Before Hiring
- CNBC: ‘Concerned and confused’ about the future, young adults try to navigate through the coronavirus crisis
- CNBC: Best credit cards for investing your rewards
- CNBC: How financial experts say this millennial should spend her $1,200 stimulus check
- Financial Advisor IQ: When Staying the Course isn’t an Option
- CNBC: If you left or lost your job, here is what you can do with your 401(k)
- CNBC: Here’s what advisors are doing to help clients — and themselves — amid coronavirus volatility
- TwoCents by Lifehacker: What to Do if Your Employer Pauses 401(k) Matching
- Thrive Global: How to Deal With Coronavirus-related Money Stress
- CNBC Select: Experts agree: Only apply for a new credit card during a crisis like coronavirus if you also take these 4 steps
- CNBC: Financial advisors must find their ‘niche’ to survive over next 5 to 10 years
- SEI Knowledge Center: Advisory Firms in 2030: Growth by Specialization
- Consumer Reports: How Millennials Can Achieve Financial Security Without Owning a Home
- Business Insider: 4 smart ways to spend your end-of-year bonus that you won’t regret later
- Business Insider: 3 smart things to do with your money when you start making 6 figures
- NerdWallet: Ease Recession Jitters and Steady Your Finances