Sophia Bera, CFP, is the founder of Gen Y Planning, an independent advisory firm based in Austin, Texas, that works with millennials and young professionals across the country. She began her planning career in 2007 and launched Gen Y Planning to serve clients who were underserved by traditional firms with asset minimums. Bera advises on the financial decisions that define early and mid-career life: buying a home, paying down student loans, changing jobs, and building toward retirement. She also coaches entrepreneurs and online business owners on managing irregular income. Investment News named her to its Top 40 Under 40, and Financial Advisor Magazine listed her among young advisors to watch. Her firm operates virtually, working with clients regardless of location, and holds itself to a fiduciary standard.
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