Sotos Qirjollari

 Sotos Qirjollari is a valued financial advisor and the co-founder of AdviceWise Financial, dedicated to 
empower Tampa Bay’s business owners and individuals with tailored strategies to manage and preserve 
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 pursue their unique financial objectives.

Drawing on his academic background, Sotos is Certified Wealth Strategist® (CWS®), including a finance degree from the University of South Florida and a MBA with a focus on Investment Analysis from Washington State University. The Certified Wealth Strategist® (CWS®) designation is crafted to serve affluent, high-net-worth, and ultra-high-net-worth clients. His credentials include FINRA Series 7 and 66 
licenses held with LPL Financial, 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.