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  • 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

 

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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.

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