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523: Twelve Minute Convos w/ Sophia Bera
#12minconvos
English - January 07, 2017 09:00 - 18 minutes - 20.6 MB - ★★★★★ - 141 ratingsPersonal Journals Society & Culture Arts 12minconvos Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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