# GEN Y PLANNING

GEN Y PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://genyplanning.com
- **LinkedIn:** https://www.linkedin.com/company/sophia-bera

## Regulatory record

- **CRD number:** 167656
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167656

## About

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.

## Sectors

- Financial Planning
- Wealth Management
- Retirement Planning

## People

- Sophia Bera
- Sophia Bera

## Related profiles

- [TFS Advisors](https://altss.com/profile/tfs-advisors-llc)
- [Rebellion Research](https://altss.com/profile/rebellion-research)

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Last updated: 2026-08-11T15:06:49.768Z

Canonical page: https://altss.com/profile/gen-y-planning

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