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. An actor in her undergrad, she became a CFP® so that she could help answer her friends’ financial questions. After working in traditional financial firms since 2007 and a quick stint at a NY start-up, she decided to quit her job to launch her own firm, Gen Y Planning. Now, she’s location independent and works virtually with clients in their 20s and 30s across the U.S.

Sophia’s a world traveling, karaoke loving, blue jean wearing, thrifty Midwestern girl who enjoys wine, cheese, Twitter, and a good musical. She’s a contributor for AOL’s Daily Finance website and has been quoted on Forbes, Business Insider, Yahoo, Money magazine, InvestmentNews, Market Watch, and The Huffington Post.

She is passionate about bringing financial planning to her generation. Many of her clients are young professionals that are entrepreneurial minded. Some work at start-ups, others blog, many freelance, and she helps all of them use their money to match their values so that they can achieve their dreams.

NAPFA Start Date

January 05, 2015

This Office

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