Sofia Iglesias Gonzalez has been an investment adviser representative at Investor's Fiduciary Advisor Network since January 2026, and is not listed among the firm’s executive officers or direct owners.
Investor'S Fiduciary Advisor Network, LLC is a firm with $787M under management, 887 clients and 16 advisers across 15 offices, as of its March 2026 filing.
Sofia Iglesias is a Financial Planner and Head of Marketing at Visible Wealth Planning, a dba of Investor FAN, based in Charlottesville, Virginia. She has over 15 years of experience in the financial services industry, most recently at UBS and J.P. Morgan. She specializes in client advisory, financial planning, and portfolio management supporting clients across global markets.
- Investor FanCurrent– present · under a yearSan Diego, CA · Adviser representative · Firm CRD 159301
Investment adviser representative registrations
Sofia Iglesias Gonzalez is registered as an investment adviser representative in California, since January 2026.
- CaliforniaSince 16 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 26 March 2012 |
| Series 7 | General Securities Representative Examination | 9 February 2012 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sofia Paola Iglesias Gonzalez
- CRD
- 5371447
- Firm
- Investor's Fiduciary Advisor Network · CRD 159301
- Office
- San Diego, CA
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- visiblewealthplanning.com
Where does Sofia Iglesias Gonzalez work?
Sofia Iglesias Gonzalez is an investment adviser representative registered through Investor'S Fiduciary Advisor Network, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Sofia Iglesias Gonzalez a financial advisor?
Yes. Sofia Iglesias Gonzalez has a current investment-adviser registration in California, through Investor's Fiduciary Advisor Network since January 2026.
How many years of experience does Sofia Iglesias Gonzalez have?
Sofia Iglesias Gonzalez has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Sofia Iglesias Gonzalez passed?
Sofia Iglesias Gonzalez has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in February 2012.
Where is Sofia Iglesias Gonzalez based?
Sofia Iglesias Gonzalez’s registered office is in San Diego, CA.
Is Sofia Iglesias Gonzalez registered with FINRA?
No. Sofia Iglesias Gonzalez has no current broker registration.
How can I verify Sofia Iglesias Gonzalez’s record?
Search CRD 5371447 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sofia Iglesias Gonzalez’s full registration record.