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.
- Investor FanJan 2026 to now
- Visible Wealth PlanningMar 2025 to now
- UBS Financial Services, Inc.Mar 2019 to Mar 2025
- 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