Sophia Bera Daigle,  CFP<sup>&reg;</sup> - Financial Advisor

Sophia Bera Daigle, CFP®

Founder

Gen Y Planning LLC

1401 Lavaca St., PMB 47955
Austin, TX 78701
(612) 790-7955

General

Sophia Daigle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gen Y Planning LLC in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Employee Benefits, Getting Married, Retirement, Life Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

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