Updated:Aug 11, 2026

GEN Y PLANNING

Gen Y Planning provides financial planning for millennials. They work with young professionals in their 20s, 30s, and 40s who want to make their money match...

GEN Y PLANNING

Gen Y Planning provides financial planning for millennials. They work with young professionals in their 20s, 30s, and 40s who want to make their money match their values. The firm works virtually with clients across the country to help them navigate big life changes and reach their goals.

Website

genyplanning.com

linkedin.com/company/sophia-bera

General information

Firm type

RIA

Principals

Sophia Bera

Sector focus

Financial PlanningWealth ManagementRetirement Planning

What is GEN Y PLANNING?

GEN Y PLANNING is a ria tracked on Altss.

What does Altss track for GEN Y PLANNING?

Altss maintains an OSINT-verified profile of GEN Y PLANNING covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is GEN Y PLANNING's website?

GEN Y PLANNING's public website is genyplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is GEN Y PLANNING?

GEN Y PLANNING is classified by Altss as a RIA.

How does Altss source intelligence on GEN Y PLANNING?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was GEN Y PLANNING's Altss profile last updated?

GEN Y PLANNING's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Aug 11, 2026. Continuous refresh with full update cycles at least every 30 days.