Sofia Maria Beeche Gonzalez

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → 06/2024
  Mckinsey
  Heredia
• 07/2020 → 11/2021
  Atlas (Previously Elements Global Services)
  San Jose
• 12/2018 → 12/2020
  Stratega
  San Jose
• 09/2017 → 02/2018
  Amazon
  San Jose
• 12/2016 → 03/2017
  Northstar Vail Resorts
  Truckee, CA
• 06/2024 → Present
  Fisher Investments
  San Mateo, CA
• 03/2015 → 12/2020
  University Of Costa Rica
  San Jose

Other Businesses

the name of the other business; Tres - Ciento Uno - Ochocientos Diecioch whether the business is investment-related; No the address of the other business; Zarcero, Alajuela. Costa Rica the nature of the other business; Treasurer your position; Treasurer title, or relationship with the other business; The nature of the business is giving sustainable consultancy business for companies that process data and need clean energy to do so. Being Costa Rica a pillar of clean energy sources, helping them comply with their ESG goals. My duty is to be the treasurer of the company, assist to the meetings of board of directors and advise accordingly to help make sure finances are managed transparently and accordingly. the start date of your relationship; 11/29/2024 the approximate number of hours/month you devote to the other business; 2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; assist to the meetings of board of directors and advise accordingly and help ensure finances are managed transparently and accordingly.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-17