Sophia Bera joins us today to share her story on becoming the financial planner for millennials.  Sophia saw the need to bring financial planning to her generation and was one of the first to create her own firm to do so.  She is one of the most recognizable financial planners on social media, in the news and shaking up what it means to do financial planning.

This is an episode you won’t want to miss!

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“Financial planning is both an art and a science and more of an art than a science. People think what I do is math all day and what I really do is have great conversations with people.”

GenY Planning




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