Sotos Qirjollari is a trusted financial advisor and the co-founder of AdviceWise Financial, dedicated to empowering 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 offers insights that are both strategic and personalized. 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.
As a Certified Wealth Strategist® (CWS®) and Certified Exit Planning Advisor® (CEPA®), Sotos helps clients build, protect, and grow wealth while guiding business owners through successful transitions and exit strategies aligned with their personal and legacy goals.
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.