The Rise And Rise Of The Virtual Financial Advisor


Most of Sophia Bera’s financial planning clients have never met her in person, and they don’t seem to care.Bera, a newly minted financial advisor in Minneapolis, operates almost completely online. The majority of her clients are twentysomething millennials, and most of them are outside Minnesota. “I work with clients in their 20s and 30s around the country,” says the fee-only planner who charges a monthly