Sophia Bera joins us today to share her story on becoming the financial planner for millennials.  

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!

GenY Planning

NexGen

Betterment

FinCon

Unmistakable: Why Only Is Better Than Best

Advizr