523: Twelve Minute Convos w/ Sophia Bera

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.”

Sophia’s been quoted in the New York Times, Wall Street Journal, Forbes, Fortune, Business Insider, Yahoo Finance, CNN Money, CNBC, Huffington Post, Mashable, LifeHacker, and more. If you Google “financial planner for millennials” she’s at the top of the list. When she’s not working from a coffee shop, you can find her in a yoga class or eating a breakfast taco in Austin, TX.

 Credits:

Musical Background: ‘TAKE THE CHANCE’ by Nicolai Heidlas

About the author

Engel Jones

Engel was born and raised on the twin island republic of Trinidad and Tobago. He is the podcast host of  "Twelve Minute Convos w/ Engel Jones", an Entrepreneur and Life Coach. His passion and purpose is to help you the Entrepreneur find Y.O.U.R.S-Your Own Unique Real Self. After having 1001 conversations in 3 months he uncovered Y.O.U.R.S, a tool used to reconnect you to the hidden passion and purpose which are essential to creating a brand of Y.O.U.R.S. Engel believes and lives the principle of Zig Ziglar where you can have everything in life if you help enough other people get what they want.