AeroLeads people directory · profile
Sofia Iglesias, Cfp® Email & Phone Number
Financial Planner
at
Visible Wealth Planning
1 work email found
@ubs.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
San Diego, California, United States
Who is Sofia Iglesias, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sofia Iglesias, Cfp® is listed as Financial Planner at Visible Wealth Planning, based in San Diego, California, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Sofia Iglesias, Cfp®.
Sofia Iglesias, Cfp® previously worked as Director, Business Management - International Division at Ubs and Director, Client Strategy Office - Latin America at Ubs. Sofia Iglesias, Cfp® holds Master Of Business Administration (Mba) from Ie Business School.
Company email context
Email format at Visible Wealth Planning
This section adds company-level context without repeating Sofia Iglesias, Cfp®'s masked contact details.
*@ubs.com
68% confidence
AeroLeads found 1 current-domain work email signal for Sofia Iglesias, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Sofia Iglesias, Cfp®
Sofia Iglesias, Cfp® is a Financial Planner at Visible Wealth Planning.
Current workplace
Sofia Iglesias, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Sofia Iglesias, Cfp® work experience
A career timeline built from the work history available for this profile.
Director, Business Management - International Division
Current
Sep 2021 - Present
Director, Client Strategy Office - Latin America
Mar 2019 - Sep 2021
Vice President, Portfolio Management - Latin America
Jan 2018 - Mar 2019
Associate, Portfolio Management - Latin America
Sep 2014 - Dec 2017
Global Inventory Planner
Feb 2014 - Sep 2014
Fixed Income Sales Analyst
Jan 2012 - Sep 2013
Investment Banking Analyst
Oct 2010 - Jan 2012
4 education records
Sofia Iglesias, Cfp® education
Master Of Business Administration (Mba)
Ie Business School
Mba Coursework - Doing Business In China
Fudan University
Bachelor Of Science (B.S.), Finance And International Business
Villanova University
Study Abroad
University Of Sydney
FAQ
Frequently asked questions about Sofia Iglesias, Cfp®
Quick answers generated from the profile data available on this page.
What company does Sofia Iglesias, Cfp® work for?
Sofia Iglesias, Cfp® works for Visible Wealth Planning.
What is Sofia Iglesias, Cfp®'s role at Visible Wealth Planning?
Sofia Iglesias, Cfp® is listed as Financial Planner at Visible Wealth Planning.
What is Sofia Iglesias, Cfp®'s email address?
AeroLeads has found 1 work email signal at @ubs.com for Sofia Iglesias, Cfp® at Visible Wealth Planning.
Where is Sofia Iglesias, Cfp® based?
Sofia Iglesias, Cfp® is based in San Diego, California, United States while working with Visible Wealth Planning.
What companies has Sofia Iglesias, Cfp® worked for?
Sofia Iglesias, Cfp® has worked for Visible Wealth Planning, Ubs, J.P. Morgan, Coach, and Samuel A. Ramirez & Co., Inc..
How can I contact Sofia Iglesias, Cfp®?
You can use AeroLeads to view verified contact signals for Sofia Iglesias, Cfp® at Visible Wealth Planning, including work email, phone, and LinkedIn data when available.
What schools did Sofia Iglesias, Cfp® attend?
Sofia Iglesias, Cfp® holds Master Of Business Administration (Mba) from Ie Business School.
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