• Home
  • |
  • Blog
  • |
  • 523: Twelve Minute Convos w/ Sophia Bera

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 6-figure online business from her laptop. Her recent accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.”

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. If you Google “financial planner for millennials” she’s at the top of the list. When she’s not working from a coffee shop, you can find her in a yoga class or eating a breakfast taco in Austin, TX.

Sophia

Listen another #12minconvo

Credits:
Musical Background: ‘TAKE THE CHANCE’ by Nicolai Heidlas

 

Related Posts

12minrvconvos podcast journey, Day 3 of 84, meeting folks

12minrvconvos podcast journey, Day 3 of 84, meeting folks

Doug Lawrence is the founder of TalentC® and the co-founder of the International Mentoring Community (IMC) /Ep2624

Doug Lawrence is the founder of TalentC® and the co-founder of the International Mentoring Community (IMC) /Ep2624

244: Twelve Minute Convos w/ Peter Radcliffe

244: Twelve Minute Convos w/ Peter Radcliffe

Jeff Large is a Podcast host, producer, strategist, Owner of Come Alive Creative and a Boardgame addict /Ep2695

Jeff Large is a Podcast host, producer, strategist, Owner of Come Alive Creative and a Boardgame addict /Ep2695

1738:Sandy Grigsby, Empowerment & Brand Photographer

1738:Sandy Grigsby, Empowerment & Brand Photographer

Stephanie McAuliffe is a speaker who teaches how we connect back to ourselves, and a healer who guides people back to reclaim the part of themselves who are lost because of Alcoholism/Ep2600

Stephanie McAuliffe is a speaker who teaches how we connect back to ourselves, and a healer who guides people back to reclaim the part of themselves who are lost because of Alcoholism/Ep2600

Rob Howze is an Empowerment Artist with a passion for helping people unleash their highest potential /Ep2256

Rob Howze is an Empowerment Artist with a passion for helping people unleash their highest potential /Ep2256

561: Twelve Minute Convos w/ Dr. Mary Jo Odom-Dull

561: Twelve Minute Convos w/ Dr. Mary Jo Odom-Dull

589: Twelve Minute Convos w/ Emily King

589: Twelve Minute Convos w/ Emily King

1040:Jamie Sullivan’s been a bright light in the field of Hypnotherapy

1040:Jamie Sullivan’s been a bright light in the field of Hypnotherapy

287: Twelve Minute Convos w/ Wendy McClelland

287: Twelve Minute Convos w/ Wendy McClelland

608: Twelve Minute Convos w/ Michael Pasha

608: Twelve Minute Convos w/ Michael Pasha

Engel Jones

I am a podcaster who has now had over 2900 recorded podcast conversations, plus 349 live interviews in 12 weeks, while driving through the 48 states of the US plus the eastern and western side of Canada.

{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}
>