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Sofia Paola Iglesias gonzalez

Investment adviser representative at Investor Fan
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$787.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Investor FanJan 2026 to now
  2. Visible Wealth PlanningMar 2025 to now
  3. UBS Financial Services, Inc.Mar 2019 to Mar 2025
  4. J.P. MorganSep 2014 to Mar 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 1 state (CA).

Investor Fan

Legal name: Investor's Fiduciary Advisor Network, LLC

$787.4MAssets managed
887Clients
14Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5371447
Firm CRD
159301
Advisor's SEC record (opens in a new tab)
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