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Sophia Bera Receives Distinguished Alumni Award

Bera, who resides in Austin, Texas, was honored April 15.

Minnesota State University, Mankato Media Relations Office News Release, 5-12-2016

Mankato, Minn. – Sophia Bera (pictured) of Austin, Texas, recently received the 2016 Distinguished Young Alumni Award from Minnesota State University, Mankato.

Bera, currently a certified financial planner, public speaker and the founder of her own firm, Gen Y Planning, is one of eight 2016 alumni award winners. She was honored at an April 15 ceremony hosted by the Minnesota State Mankato Alumni Association. A YouTube video about Bera’s accomplishments is available online.

Distinguished Young Alumni Awards go to graduates 35 years old or younger who have reached professional achievements early in their careers, and have positively impacted their communities.
Bera earned a bachelor’s degree with a double major in theatre arts and women’s studies in 2005 from Minnesota State Mankato.

At the early age of 21, Bera bought her own home. Her friends realized her knack for personal finance and started coming to her for financial advice.

After taking night classes at Minnesota State Mankato to become a certified financial planner and working at a few local financial planning firms, Bera founded Gen Y Planning to help bring comprehensive financial planning to people in their 20s and 30s across the country. She now runs a six-figure business from her laptop.

Bera’s passion for empowering Gen Y with their finances has made her a sought after speaker across the nation. Her recent accolades include, “Top 40 under 40” by Investment News; “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.”

She’s been quoted in the New York Times, Wall Street Journal, Forbes, Fortune, Business Insider, Yahoo Finance, CNN Money, CNBC, Huffington Post, Mashable, LifeHacker, and more.
When searching “financial planner for millennials” on Google, Bera’s GenY firm comes to the top of the list.

Bera volunteers her time through BestPrep where she gives financial literacy presentations in high school classrooms and acts as a business plan judge for their Minnesota Business Venture summer camp.

She is an advocate of Minnesota State Mankato, and comes back to speak in classrooms and for Women Center events. She enthusiastically recommends the University to potential students on a regular basis and attributes much of her success to her theatre degree.

Those who want more information about the April 15 awards event may go to or call (507) 389-3235.

Minnesota State Mankato, a comprehensive university with 15,193 students, is part of the Minnesota State Colleges & Universities system, which comprises 31 state institutions.

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