Sophia Bera Daigle, Cfp®

Sophia Bera Daigle, Cfp® Email and Phone Number

Founder and Principal Financial Planner @ Gen Y Planning
Austin, TX, US
Sophia Bera Daigle, Cfp®'s Location
Austin, Texas, United States, United States
Sophia Bera Daigle, Cfp®'s Contact Details

Sophia Bera Daigle, Cfp® work email

Sophia Bera Daigle, Cfp® personal email

Sophia Bera Daigle, Cfp® phone numbers

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!

Sophia Bera Daigle, Cfp®'s Current Company Details
Gen Y Planning

Gen Y Planning

View
Founder and Principal Financial Planner
Austin, TX, US
Website:
genyplanning.com
Employees:
2
Sophia Bera Daigle, Cfp® Work Experience Details
  • Gen Y Planning
    Founder And Principal Financial Planner
    Gen Y Planning
    Austin, Tx, Us
  • Gen Y Planning
    Founder & Principal Financial Planner
    Gen Y Planning May 2013 - Present
    New York, New York, Us
    Sign up for my newsletter at www.GenYPlanning.com!
  • Learnvest Planning Services
    Financial Planner
    Learnvest Planning Services Mar 2012 - Apr 2013
    New York, New York, Us
  • Cahill Financial Advisors, Inc.
    Associate Planner
    Cahill Financial Advisors, Inc. Feb 2010 - Mar 2012
    Edina, Mn, Us
    Cahill is a Fee-Only, Independent Financial Planning Firm.
  • Berger Financial Group, Inc
    Portfolio Accountant
    Berger Financial Group, Inc Jul 2007 - Jan 2010
    Plymouth, Mn, Us

Sophia Bera Daigle, Cfp® Skills

Strategic Financial Planning Retirement Planning Financial Advisory Portfolio Management Asset Allocation Retirement Personal Finance Investment Management 401k Employee Benefits Risk Management

Sophia Bera Daigle, Cfp® Education Details

  • Minnesota State University, Mankato
    Minnesota State University, Mankato
    Theatre Performance And Women'S Studies

Frequently Asked Questions about Sophia Bera Daigle, Cfp®

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 the current company?

Sophia Bera Daigle, Cfp®'s current role is Founder and Principal Financial Planner.

What is Sophia Bera Daigle, Cfp®'s email address?

Sophia Bera Daigle, Cfp®'s email address is so****@****ail.com

What is Sophia Bera Daigle, Cfp®'s direct phone number?

Sophia Bera Daigle, Cfp®'s direct phone number is +121267*****

What schools did Sophia Bera Daigle, Cfp® attend?

Sophia Bera Daigle, Cfp® attended Minnesota State University, Mankato.

What are some of Sophia Bera Daigle, Cfp®'s interests?

Sophia Bera Daigle, Cfp® has interest in Traveling, Narrative Therapy, Singing, Financial Planning, Acting, Financial Literacy.

What skills is Sophia Bera Daigle, Cfp® known for?

Sophia Bera Daigle, Cfp® has skills like Strategic Financial Planning, Retirement Planning, Financial Advisory, Portfolio Management, Asset Allocation, Retirement, Personal Finance, Investment Management, 401k, Employee Benefits, Risk Management.

Who are Sophia Bera Daigle, Cfp®'s colleagues?

Sophia Bera Daigle, Cfp®'s colleagues are Nia Gillett, Cfp®.

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