Gen Y Planning, LLC was founded in 2013 by Sophia Bera to provide accessible and professional financial planning specifically for clients in their 20s and 30s. The firm operates as a fee-only, location-independent Registered Investment Adviser (RIA), offering comprehensive financial planning, investment management, and financial consulting services virtually to clients across the United States. Their mission is to help millennials and Gen Y individuals achieve their financial goals without the high asset minimums often required by traditional financial advisors.

Founded in

United States