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#HSonAir Podcast: An Interview with Sophia Bera of Gen Y Planning

March 31, 2015

In episode 35 we interview Sophia Bera (@sophiabera), Financial Planner and founder of Gen Y Planning, which delivers comprehensive financial planning to next Gen investors in their 20s and 30s across the country.  In our discussion we explore how Sophia is disrupting the traditional financial planning model working with clients to deliver an upgraded service experience.  We also talk about her new eBook What You Should Have Learned About Money, But Never Did: A Gen Y Guide to Empowered Personal Finance available on

Check out Sophia’s takeover of Bill Winterberg’s Bits & Bytes Show.

Join the conversation with @VictorGaxiola and @EliZelig on Twitter using hashtag #HSonAir.  If you have any questions, comments or suggestions for future guests, please e-mail us at 

Victor Gaxiola

Head of Customer Advocacy, Marketing

Thought leader, speaker, host of the #HSonAir podcast. Evangelist for digital tech adoption in financial services.

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