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Sophia Bera

Sophia Bera is the Founder of Gen Y Planning. You can connect with her on LinkedIn here.

Displaying 4 results

Topic

What really deters women from staying in the financial advice profession

First of all, it's not about math! The real issues involve pushing poor products, no workplace flexibility and old-school bureaucracy.

Topic

What is the FPA NexGen Gathering?

It's not filled with vendors, PowerPoint presentations and lots of old white men wearing blue shirts

Topic

The rise of the young firm owner

The trend of young planners turning into firm owners is just beginning. Here is one planner's story.

Topic

10 things I learned at #FinCon13

After attending a lot of financial planning conferences, here's why Sophia Bera "hearts" #FinCon13