Sophia Bera, CFP(R)
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.”
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What Do Financially Successful Millennials Have In Common?
What separates the millennials who are struggling with the ones who are thriving? We asked a certified financial planner who works...
Early Retirement & Financial IndependenceSophia Bera, CFP(R)June 10, 2016