Sophia Bera: THE financial planner for Gen Y

Entrepreneurs on Fire

John Lee Dumas

Business, Careers, Entrepreneurship

4.8 • 4.1K Ratings

🗓️ 27 June 2014

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Sophia is a Certified Financial Planner who launched her own financial planning firm, Gen Y Planning, specifically to help millennials with their money. She Skype's with clients across the country and is now the top Google search for financial planner for Gen Y. Sophia has been quoted on Forbes, Business Insider and The Huffington Post.

Transcript

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0:00.0	Entrepreneur on Fire 600 in 14.
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0:27.8	Enter code Fire for a $10 savings at Legal Zoom.
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0:36.6	ready to tackle your next design project.
0:39.4	Visit 99designs.com slash fire and get a $99 Power Pack of Services for free.
0:46.4	Hold on to those afterburners Fire Nation.
0:50.6	John Lee Doomus here and I am fired up to bring you our future guests today,
0:55.4	Sophia Barra. Sophia, are you prepared to ignite?
1:00.4	Burn, baby, burn.
1:02.4	Yes. Yes.
1:04.6	Sophia is a certified financial planner who launched her own financial planning firm, Gen Y Planning,
1:11.4	to specifically help millennials with their money.
1:14.4	She skips with clients across the country and is now the top Google search for financial planner for Gen Y.
1:21.2	Sophia has been quoted on Forbes, Business Insider, and the Huffington Post.
1:26.2	She has given her a listener just a little overview.
1:29.2	Tell us about you personally because we want to get to know you, then give us an overview of your business.
1:35.2	Sure. Well, thanks so much for having me, John. I'm so excited to be here.
	...

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