As a millennial financial advisor, Sophia Bera is on a mission to guide young people just like herself to create a solid financial foundation.
Bera, a certified financial planner and founder of Gen Y Planning, works with clients in their 20s and 30s. She helps them navigate through big life decisions, such as buying a home, paying off student loans, maximizing their company benefits and, most importantly, investing now for their future.
It's for that reason Bera urges young investors to create a solid financial game plan now to set themselves up for success later in life. She believes these three factors will guide young investors to financial security.