Bidsy's Small Business Society

061 - Sophia Bera


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Sophia Bera is a top-authority on financial planning for millennials. After working in traditional financial planning firms since 2007, she quit her job to launch her own firm, Gen Y Planning. Now she runs a 6-figure business from her laptop! Sophia has been quoted in the New York Times, Wall Street Journal, Huffington Post, Forbes, and many more. Her goal is to provide affordable and accessible financial planning to clients in their 20's and 30's.
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Bidsy's Small Business SocietyBy Rob Barisoff

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