AdviceWise Financial

Sotos Qirjollari is a trusted financial advisor and the co-founder of AdviceWise Financial, dedicated to empower Tampa Bay’s business owners and individuals with tailored strategies to secure and grow their wealth. With over a decade of experience in the financial industry, Sotos brings a depth of expertise in investment planning, wealth management, and retirement solutions designed to help

clients reach their unique financial objectives.

Drawing on his academic background, including a finance degree from the University of South Florida and an MBA with a focus on Investment Analysis from Washington State University. Sotos is Certified Wealth Strategist® (CWS®) and this designation is crafted to help affluent, high-net-worth, and ultra-high-net-worth clients build their wealth with ease and confidence . His credentials include FINRA Series 7 and 66 licenses, as well as Life, Health, and Annuities Insurance licenses, allowing him to deliver a holistic approach to financial planning.

Sotos is passionate about helping Tampa Bay’s business community navigate the complexities of financial planning at all stages of growth. Whether you’re looking to optimize your business’s financial health, prepare for a seamless retirement, or protect your family’s future, Sotos provides guidance rooted in integrity, education, and a deep commitment to the local community. Beyond his professional life, Sotos is a long-time Clearwater resident who enjoys spending time with his family, engaging in outdoor activities, and giving back to the community.

AdviceWise Financial was established upon the notion that everyone deserves access to high-quality financial advice. When it comes to your financial future, you need a trusted advisor - one who understands your short-term and long-term goals and can create personalized strategies to help you work toward them. Our team is focused on helping clients in different life stages meet their financial goals by offering guidance and solutions tailored to their unique objectives. We understand the challenges families and businesses face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all our resources to help you reach your goals.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.