Episode 26 – Sophia Bera - a podcast by Financial Planning Association

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!


 

“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
NexGen
Betterment
FinCon
Unmistakable: Why Only Is Better Than Best
Advizr

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association