Sophia Bera Daigle
Founder of Gen Y Planning
- Role
- Founder & Principal Financial Planner at Gen Y Planning
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Sophia Bera Daigle
Hi! I don’t post on LinkedIn or check my LinkedIn messages. However, if you want to know what I’m up to at Gen Y Planning, you can sign up for our free newsletter here: http://eepurl.com/irHj2kIn our newsletter, we send out free guides and resources designed specifically for millennials navigating big financial decisions. Browse all our past posts here: genyplanning.com/our-content/
Experience
Founder & Principal Financial Planner
May 2013 — Present · Austin, TX, US
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Education
Minnesota State University, Mankato
B.A., Theatre Performance and Women's Studies
2001 — 2005
Skills
- 401k
- Portfolio Management
- Retirement Planning
- Asset Allocation
- Risk Management
- Financial Advisory
- Personal Finance
- Retirement
- Strategic Financial Planning
- Investment Management
- Employee Benefits
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