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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Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

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

Contact

joshiwa.graham@smartprousa.com
941-258-1776

Office Locations:
9160 Forum Corporate Pkwy Suite 350
Ft. Myers, FL 33905

4851 Tamiami Trail N. #200
Naples, FL 34103

7970 Cooper Creek Boulevard
Bradenton, FL 34201

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State Licenses

CA, DE, FL, GA, IL, KS, MA, ME, MS, NC, NE, NM, NY, PA, SC, TN, TX, VA, VT, WV

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Please 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.