Give us your “elevator pitch” (What you do, who you are, where you’re from).
I’m a virtual financial planner for millennials and I founded the company Gen Y Planning. I help clients in their 20s or 30s use their money to achieve their dreams.
Who’s your hero?
Warren Buffet. Because he’s an awesome businessman, but also a down to earth Midwesterner who plays the ukulele.
When feeling stressed or overwhelmed, what do you do to unwind and refocus?
Call a friend and talk it out or go to yoga and unwind. Sometimes I just need a change of scenery, so I’ll head to the coffee shop and work for a few hours.
What’s your favorite book?
Harry Potter (followed by a bunch of books on business and self-help).
Describe the biggest risk you’ve ever taken. How did it work out?
Starting my own financial planning company, Gen Y Planning. So far it’s worked out better than I could have ever imagined and I wish I would have started it sooner. I love being my own boss and getting to work with amazing people all over the world!
What’s your favorite quote?
“Education is the most powerful weapon which you can use to change the world” – Nelson Mandela
Describe your dream vacation.
I really want to do a month long vacation to New Zealand, Australia and Bali! But now, I think less about vacations and more about “workations!” I just spend the month of March working from my friend’s house in Atlanta and it was my most profitable month of business so far!
Where do you see yourself in 25 years?
Technology is changing so fast, I don’t even know what the world will look like then! We’ll probably have self-driving cars and all live in bubbles like the Jetsons. J I really hope to be a thought leader in empowering my generation with their finances so that they can live the lives they’ve dreamed of. I know that financial planning will look completely different than it does today and that’s really exciting!
What’s currently on your radar? Tell us about your latest project.
Wow, there are too many of them, which is the biggest problem! I really need to learn to focus on just a few things but I get distracted by really fun projects. I’m excited that I launched my book: What You Should Have Learned About Money, But Never Did! Check it out on Amazon! Also, I just landed a writing gig with CreditKarma so I’m looking forward to sharing my ideas with their audience every month.
Any advice for recent college grads?
Of course! It’s one of my favorite things to talk about. Focus on growing your career because this is your biggest asset. At the same time you should: save for emergencies, pay down debt and sign up for your company’s retirement plan. For more tips, sign up for the free Gen Y Planning newsletter.
Connect with Sophia:
Check out Sophia’s website: www.GenYPlanning.com. You can also view Sophia’s LinkedIn profile or follow her on Twitter @sophiabera.
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