Loading...

Clarity

Sophia Bera

Austin, TX

Sophia Bera, CFP® is a virtual financial planner for Millennials and the Founder of GenYPlanning.com. She was named one of the "40 Under 40" by InvestmentNews in 2015 and has been quoted on various websites and publications including the NYT, Forbes, Business Insider, Yahoo, Money Magazine, and The Huffington Post. Sophia is a sought after speaker and presenter and loves inspiring other people to start their own financial planning firms. In her free time she enjoys yoga, singing, and traveling the world as she builds a location independent company. Let's chat!

$8.33/min

69 Calls

27 Reviews

41 minutes
Avg. call

Social Media Strategy Strategic Financial Planning Personal Finance Working Remotely Financial Advisory

Answers 0
Reviews 27

Answers

Reviews

Sophia was a great help to me and my business. she provided key insights, recommendations and resources for me to consider as I build my new business. I look forward to catching up with her later when I've launched.
Thanks again! :)

Marcel LeBlanc, CFP Source: Clarity

Sophia is truly exceptional at not only providing invaluable insight and advice, but helping others realize what they actually want to accomplish. She asked me questions that got to the core of my reasons for wanting to start my own firm and then intimately (and humbly I might add) shared the details of her own journey. I will absolutely recommend her to anyone I know who is interested in starting a firm and I plan to schedule another call in the future. Sophia is an incredible resource!

Anthony Badillo Source: Clarity

Great call! Sophia offered a lot of great advice and I plan to reach out to her again.

Michel Valbrun Source: Clarity

Very helpful information and feedback about my plans as well, thanks again Sophia. -Scott

Scott Brown Source: Clarity

Sophia was incredibly helpful in answering my questions

Daniel Deutsch Source: Clarity

The call with Sophia was great and very informative. Something to keep in mind is that regardless of how much time you initially booked, if the call goes over you will be billed for the overage.

Shawn Sanders Source: Clarity

I had a helpful call with Sophia. She listened to my ideas, asked about my background, and made appropriate suggestions. She addressed all my questions and concerns. As a nervous twenty-something seeking to start her own business, I really connected with Sophia and enjoyed learning about her journey into the financial planning world.

Vaishali Umrikar Source: Clarity

Sophia was very easy to talk to, she gave me some actionable steps that I can immediately implement using the skills I have already have.

Alexandra Frederique Source: Clarity

Sophia is very energetic, insightful, and down to earth. She gave me great advice and motivation to go after my goals.

Luis F. Rosa Source: Clarity

Had an awesome call with Sophia - she asked really great questions to understand what I was looking to better understand, shared insights based on her experience and offered up some great action steps and suggestions for how I could move forward. Super smart, thoughtful and helpful, highly recommend connect with her!

Garrett Philbin Source: Clarity

Sophia Bera is awesome! She puts herself right out there for start-ups to learn and model; sharing ideas and suggestions. My time with Sophia was exactly what I needed. She has a knack for zeroing in on opportunities and clearly articulating her ideas. I walked away with practical things to consider and beneficial homework to improve my business. Thanks Sophia!

Ronn Yaish Source: Clarity

Member since December 2013