Sophia Bera (CFP®)

Sophia Bera focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Middle Income Client Needs
  • Women's Financial Planning Issues

Planning Specialties

I specialize in working with millennial professionals, world travelers, bloggers, and tech-savvy Gen Xers.

Additional Information

Sophia Bera, CFP® is not your father’s financial planner. After working in traditional financial planning firms since 2007 she quit her job at a NY start-up to launch her own firm, Gen Y Planning. Now, she runs a six-figure online business from her laptop. Her recent accolades include the “Top 40 Under 40” by Investment News, the Investopedia “Top 100 Financial Advisors”, and “Investopedia Top 10 Financial Advisors.”

Sophia’s been quoted in the New York Times, Wall Street Journal, Forbes, Fortune, Business Insider, Yahoo Finance, CNN Money, CNBC, Huffington Post, Mashable, LifeHacker, and more. She is one of fifteen members of the CNBC Financial Advisor Council. If you Google “financial planner for Gen Y” she’s at the top of the list. She works virtually with clients across the country, so she can travel the world and immerse herself in other cultures. In 2019, she spent four months running the firm from South America, living and working abroad through a program called Remote Year.

Sophia helps people use their money to match their values. Her clients range from creatives to small business owners to Silicon Valley employees. Whether you plan to retire early, take a sabbatical, or build a career you love, we’re excited to work with you.

NAPFA Start Date

January 05, 2015

This Office

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