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Financial Planning for Millennials

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Press Archive: 2019

Recognition

  • Investopedia: Top 10 Financial Advisors of 2019
  • Sophia Bera Woman in Finance Award for students at Utah Valley University

TV Clips, Web Segments, Radio Spots, and Podcasts

  • Money Checkup: How Business Owners Can Build Balanced Lives
  • Stacking Benjamins: Outdated Money Advice You Should Probably Ditch (plus an intro to MetPro)
  • Cheddar @Home: Not Your Father’s Financial Planner
  • CNBC: Start saving for retirement as soon as possible: Advisor

Featured

  • Bloomberg: The Old Rules for Building Wealth are Obsolete
  • Redfin: First-Time Homebuyer? Here’s How to Prepare Financially
  • NerdWallet: Am I Ready For My First Credit Card?
  • Investopedia: Affluent millennials are economically optimistic, but afraid to invest
  • Financial Planning: Farewell, mahogany desk: Planners take their meetings online
  • Business Insider: Here’s exactly what millennials should be doing every five years to become rich, according to a financial planner
  • CNBC: Congrats on your raise. Here are five ways to spend it wisely.
  • CNBC: If you’re a young adult and receive a small windfall, here’s how to put it toward retirement
  • CNBC: Here’s how to invest that windfall for retirement if you’re 40-something or older
  • Business Insider: Millennial couples buying homes before they get married are making a risky move that shows how different they really are from their parents
  • Wallet Hacks: 8 Financial Products Most People Should Avoid
  • Zing! by Quicken Loans: How Millennials Can Play Catch-Up in Retirement
  • Financial Planning Magazine: A Cure for Advisor Burnout
  • Business Insider: 4 of the biggest mistakes millennials are making with their money, according to experts

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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 ·
3 Feb

Here’s a peek into how we set clients up for long-term financial success. #FinancialPlanning #FinancialAdvisors #BuildingWealth https://buff.ly/3CI9Cto

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
3 Feb

Housing and transportation costs are often the most expensive items in our monthly budgets. By reducing these costs and simplifying your life, you can free up cash flow. #PersonalFinance #SimplifyingYourFinances https://buff.ly/3R4WoLE

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

Every path to financial security starts somewhere. The good news is that, wherever you are today, that’s the perfect place to start. #FinancialPlanning #PersonalFinance #FinancialPlan https://buff.ly/3u9zpp8

Reply on Twitter 1621154039177293825 Retweet on Twitter 1621154039177293825 Like on Twitter 1621154039177293825 2 Twitter 1621154039177293825
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