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Sophia Bera Daigle
Founder & Principal Financial Planner at Gen Y Planning
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Work Experience
Founder & Principal Financial Planner
May 2013 - Present · 11 years and 8 months
Financial Planner
Mar 2012 - Apr 2013 · 1 years and 1 months
Associate Planner
Feb 2010 - Mar 2012 · 2 years and 1 months
Company Details
2-10 Employees
We are NOT your father's financial planner. The Gen Y Planning team believes that your 20s and 30s are one of the best times to seek financial planning help in order to build a secure financial foundation for the future.Young professionals are in the middle of making huge life decisions: pursuing advanced degrees, buying homes, getting married, having kids, and switching jobs. We help clients navigate student loans, consumer debt, saving, investing, selecting insurance and company benefits, tax planning, and more. Are you looking for guidance as you make major financial decisions? Would you like to get your money organized and set actionable goals? Gen Y Planning can help! Here's how you can apply to become a client: www.genyplanning.com/apply.
Year Founded
2013
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
New York, New York 10128, US
Keywords
Financial Planning for MillennialsFinancial Planning for Gen YFinancial Planning for Young ProfessionalsFinancial Planning for Young CouplesFinancial Planning for EntrepreneursFinancial Planning for Small Business OwnersFinancial Planning for Wome
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