Advisor Council

Sophia Bera Daigle, CFP

Courtesy Sophia Bera Daigle

Sophia Bera Daigle is a certified financial planner and the founder of Gen Y Planning, which offers virtual financial planning services to millennial clients around the county.

Daigle was named one of Investopedia's Top 100 Advisors of 2022. She has been quoted in The New York Times, Forbes, Business Insider, The Wall Street Journal and Money magazine, among other publications.

She lives in Austin, Texas, with her husband Bryan and son, Theo.

Daigle can be contacted via email at sophia@genyplanning.com. Follow her on Twitter at @sophiabera.