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Gen Y Planning

Financial Planning for Millennials

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Press Archive: 2018

Recognition

  • Investopedia: Top 10 Most Influential Financial Advisors
  • Empower: 2018 Top 50 Women in Personal Finance
  • CNBC: Digital Financial Advisor Council

TV Clips, Web Segments, Radio Spots, and Podcasts

  • 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

 

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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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