AeroLeads people directory · profile
Sophia Bera Daigle, Cfp® Email & Phone Number
Founder and Principal Financial Planner
at
Gen Y Planning
1 work email found
@genyplanning.com
1 phone found area 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Principal Financial Planner
Location
Austin, Texas, United States
Company size
Who is Sophia Bera Daigle, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sophia Bera Daigle, Cfp® is listed as Founder and Principal Financial Planner at Gen Y Planning, a with 2 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at genyplanning.com, phone signal with area code 212, and a matched LinkedIn profile for Sophia Bera Daigle, Cfp®.
Sophia Bera Daigle, Cfp® previously worked as Founder & Principal Financial Planner at Gen Y Planning and Financial Planner at Learnvest Planning Services. Sophia Bera Daigle, Cfp® holds B.A., Theatre Performance And Women'S Studies from Minnesota State University, Mankato.
Company email context
Email format at Gen Y Planning
This section adds company-level context without repeating Sophia Bera Daigle, Cfp®'s masked contact details.
*@genyplanning.com
71% confidence
AeroLeads found 1 current-domain work email signal for Sophia Bera Daigle, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Sophia Bera Daigle, Cfp®
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.Gen Y Planning works exclusively with young professionals across the country to help them navigate through their finances as they experience life changes such as getting married, having a baby, buying a home, landing a new job, etc. Often times they are earning six figure incomes but haven't had the time to accumulate assets. Topics that arise include career coaching, student loan analysis, investment advice, saving for the future, company benefits optimization, insurance education, and tax planning.Check out my website: www.GenYPlanning.com and sign up for my free newsletter!
Listed skills include Strategic Financial Planning, Retirement Planning, Financial Advisory, Portfolio Management, and 7 others.
Current workplace
Sophia Bera Daigle, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Gen Y Planning
5 roles
Sophia Bera Daigle, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder & Principal Financial Planner
CurrentSign up for my newsletter at www.GenYPlanning.com!
May 2013 - Present
Financial Planner
Mar 2012 - Apr 2013
Associate Planner
Cahill is a Fee-Only, Independent Financial Planning Firm.
Feb 2010 - Mar 2012
Portfolio Accountant
Jul 2007 - Jan 2010
1 education record
Sophia Bera Daigle, Cfp® education
-
Minnesota State University, Mankato
FAQ
Frequently asked questions about Sophia Bera Daigle, Cfp®
Quick answers generated from the profile data available on this page.
What company does Sophia Bera Daigle, Cfp® work for?
Sophia Bera Daigle, Cfp® works for Gen Y Planning.
What is Sophia Bera Daigle, Cfp®'s role at Gen Y Planning?
Sophia Bera Daigle, Cfp® is listed as Founder and Principal Financial Planner at Gen Y Planning.
What is Sophia Bera Daigle, Cfp®'s email address?
AeroLeads has found 1 work email signal at @genyplanning.com for Sophia Bera Daigle, Cfp® at Gen Y Planning.
What is Sophia Bera Daigle, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Sophia Bera Daigle, Cfp® at Gen Y Planning.
Where is Sophia Bera Daigle, Cfp® based?
Sophia Bera Daigle, Cfp® is based in Austin, Texas, United States while working with Gen Y Planning.
What companies has Sophia Bera Daigle, Cfp® worked for?
Sophia Bera Daigle, Cfp® has worked for Gen Y Planning, Learnvest Planning Services, Cahill Financial Advisors, Inc., and Berger Financial Group, Inc.
Who are Sophia Bera Daigle, Cfp®'s colleagues at Gen Y Planning?
Sophia Bera Daigle, Cfp®'s colleagues at Gen Y Planning include Nia Gillett, Cfp®.
How can I contact Sophia Bera Daigle, Cfp®?
You can use AeroLeads to view verified contact signals for Sophia Bera Daigle, Cfp® at Gen Y Planning, including work email, phone, and LinkedIn data when available.
What schools did Sophia Bera Daigle, Cfp® attend?
Sophia Bera Daigle, Cfp® holds B.A., Theatre Performance And Women'S Studies from Minnesota State University, Mankato.
What skills is Sophia Bera Daigle, Cfp® known for?
Sophia Bera Daigle, Cfp® is listed with skills including Strategic Financial Planning, Retirement Planning, Financial Advisory, Portfolio Management, Asset Allocation, Retirement, Personal Finance, and Investment Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial