Gen Y Planning

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1732 1st Ave 25368, New York City, New Y...

Phone Number

(612) 790-7955

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Gen Y Planning

Gen Y Planning specializes in financial planning for millennials, specifically targeting young professionals in their 20s, 30s, and 40s. The company assists clients in navigating their finances during significant life changes, ensuring that their financial decisions align with their personal values. Through personalized guidance, Gen Y Planning aims to help clients focus on their lives rather than their finances. Their work and insights have been recognized in various media, including Business Insider.Explore more
Gen Y Planning's Social MediaPopular SearchesGen Y Planning LLCGen Y PlanningSophia Bera LLCGen Y Planning AllSophia BeraSIC Code 62,628NAICS Code 52,523Show more

Gen Y Planning Org Chart

PhoneEmail
SB
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Founder & Financial Principal & Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Gen Y Planning

<$5M
1-10
Private
-
2013
SB
Sophia BeraFounder & Financial Principal & Planner
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
-
KS
Kaydia SmithManaging Director
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
2015
JA
Jessica AmayaDirector of Impressions
<$5M
1-10
Private
-
-
JR
Jason RadakovichPresident, Financial & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Gen Y Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Gen Y Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Gen Y Planning.

Gen Y Planning Tech Stack

A closer look at the technologies used by Gen Y Planning

Gen Y Planning News & Media

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Frequently Asked Questions Regarding Gen Y Planning

What is Gen Y Planning's official website?
Gen Y Planning's official website is www.genyplanning.com
What is Gen Y Planning's Revenue?
Gen Y Planning's revenue is <$5 Million
What is Gen Y Planning's SIC code?
Gen Y Planning's SIC: 62,628
What is Gen Y Planning's NAICS code?
Gen Y Planning's NAICS: 52,523
How many employees does Gen Y Planning have?
Gen Y Planning has 1-10 employees
What industry does Gen Y Planning belong to?
Gen Y Planning is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Gen Y Planning competition?
Gen Y Planning top competitors include: Sterling Total Wealth Solutions, Bayntree Wealth Advisors, Cadena Financial Planning, Full Circle Wealth Strategies
What technology does Gen Y Planning use?
Some of the popular technologies that Gen Y Planning uses are: WooCommerce, WordPress.org, PHP, MailChimp
How do I contact Gen Y Planning?
Gen Y Planning contact info: Phone number: (612) 790-7955 Website: www.genyplanning.com
What does Gen Y Planning do?

Gen Y Planning specializes in financial planning for millennials, specifically targeting young professionals in their 20s, 30s, and 40s. The company assists clients in navigating their finances during significant life changes, ensuring that their financial decisions align with their personal values. Through personalized guidance, Gen Y Planning aim... s to help clients focus on their lives rather than their finances. Their work and insights have been recognized in various media, including Business Insider.Read More

What are Gen Y Planning social media links?
Gen Y Planning Linkedin page Gen Y Planning Twitter page Gen Y Planning Facebook page
Is Gen Y Planning a public company?
Gen Y Planning is private company therefore does not currently have an official ticker symbol
See more information about Gen Y Planning

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