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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Joshiwa Graham

Joshiwa is a Registered Representative, licensed life and health Insurance Agent and Financial Coach. He focuses on helping clients achieve their goals and objectives using a written investment and financial plan. As a national provider also services clients all over the country.

As a SmartVestor Pro and graduate of the Financial Coach Master Training, Joshiwa is an amazing tool to add to your utility belt regardless what baby step you are on. His financial journey started when a neighbor gave him the Total Money Makeover. After a call into the Ramsey show and a meeting with a SmartVestor Pro who became his mentor, he had what Dave refers to as a paradigm shift. The experience changed his life. It ignited a passion to change his family tree and help others do the same.

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More About Joshiwa:

  • Smartvestor Pro since 2019
  • Ramsey Master Financial Coach since 2018
  • NFL – Tennessee Titans
  • College – Florida State Seminoles
  • Hockey – Tampa Bay Lightning
  • Bowling and Homebrewing

Locations Served


  • 941-258-1776
Office Locations:
9160 Forum Corporate Pkwy Suite 350
Ft. Myers, FL 33905

4851 Tamiami Trail N. #200
Naples, FL 34103

6710 Professional Parkway West Suite 305
Sarasota, FL 34240

State Licenses


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPCPlease reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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