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