FYI: Sophia Bera wants to make something crystal clear: She is not your father’s financial planner.
That’s Bera’s marketing tagline, and evidence of it is all over the 35-year-old’s website. There’s the personal brand on display at her company, Generation Y Planning. There’s the focus on values and meaning: “Money doesn’t have to be scary or serious all the time. Money can be about joy, security and confidence.” And there’s the way this certified financial planner operates: virtually, and on a monthly subscription basis. Bera is currently working remotely from Mexico City for a month, after spending a month each in Santiago, Chile; Lima, Peru; and Medellin, Colombia
Regards,
Ted
https://www.fa-mag.com/news/the-old-rules-for-building-retirement-wealth-are-obsolete-50725.html?printGeneration Y Planning. Com:
https://genyplanning.com/
