Gen Y Planning LLC

Gen Y Planning is a virtual financial planning firm that specializes in working with clients in their 20s and 30s across the country. Founded in 2013 by Sophia Bera, CFP®, Gen Y Planning seeks to serve the needs of millennials in a fun and accessible way by redefining the way financial planning services are delivered. While traditionally financial planning is focused around retirement, we specialize in helping clients use their money to live their great lives. We provide two flexible service models including ongoing financial planning (Financial Accountability Program) and a one time financial planning package (Quick Start Session).

Gen Y Planning is unique because we have no asset minimums and we work with clients with all types of income levels and financial situations. We change the conversation from retirement planning to creating financial independence. Topics that arise include career planning, student loan analysis, credit card rewards, company benefits optimization, insurance education, tax planning, discussing cash flow, setting savings goals, real estate investing, and putting together a debt repayment plan.

Sophia provides a free 30 minute strategy session to learn more about your current financial situation and to answer any questions you have about our services. You can set up a phone call today: http://genyplanning.com/schedule/. Isn't it time to start using your money to live your great life?
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Advisors at this Office

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This Office

1732 1st Ave # 25368 New York, NY 10128-5177 Phone: (612) 790-7955

Primary Office

1732 1st Ave # 25368 New York, NY 10128-5177 Phone: (612) 790-7955