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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...
Overview
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.
General information
Firm type
RIA
Principals
Sophia Bera
Sophia Bera
Sector focus
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