Advisor Council

Sophia Bera


Having worked at traditional financial planning firms since 2007, certified financial planner Sophia Bera quit her job in mid-2013 to launch her own company, Gen Y Planning, catering to millennial investors. Now she's a location-independent entrepreneur and is currently the top result for Google searches of "Financial Planner for Millennials."

Bera's been quoted in The New York Times, Forbes, Business Insider, AOL, The Wall Street Journal, Money magazine and more. She was named one of "10 Young Advisors to Watch" by Financial Advisor magazine and one of the "Top 40 Under 40" by Investment News

She spends her free time doing yoga, tweeting and eating amazing food from around the world with her friends.

Bera can be contacted via email at Follow her on Twitter at @sophiabera.