Sophia BeraI don’t think it’s unfair to say that the financial planning industry is known for being a bit stuffy at times. If you ask an average person what they think of when they think of a financial planner, it’s more likely to be an old, white guy in a suit and tie sitting in a mahogany-lined conference room than a young, vibrant lady with a theater and women’s studies  double-major. But, perhaps that’s changing!

My guest today is Sophia Bera, CFP® and she’s shaking up the financial planning industry! Her tagline is “I’m not your father’s financial planner.” And, she’s certainly not. Instead of going after the retiree market, she has chosen to focus exclusively on serving Gen Y clients.

Sophia is part of a new generation of financial planner who is working to bring a different style of financial planning services to a new market.

And, she’s doing it on her own terms.

In this interview, we discuss:

  • Sophia’s story and how a non-financial person wound up becoming a financial planner.
  • How financial planning fits into Sophia’s ideas for the ideal design for her own lifestyle.
  • Why entrepreneurship is the new job security for millenials.
  • How the financial planning industry is dealing with its reputation of being filled with old, white men.

Enjoy!

Joshua

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