Gen Y Planning

Gen Y Planning (CRD# 167656) is a financial advisory firm headquartered in New York, NY. They manage $900,000 in 38 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $23,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MN, NY, TX

Financial Advisors at Gen Y Planning
Showing 1 - 1 of 1 top financial advisors.
1
Sophia J. Bera
CRD#: 5499671
Austin, TX
90
Wealthminder
score

Sophia Bera (CRD# 5499671) is an Investment Advisor Representative working at Gen Y Planning in Austin, TX and has 1 year of experience in the finance industry. Sophia Bera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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