Jose M. Joia is a Wealth Advisor at Walters Strategic Advisors, LLC. As a member of the team, Jose’s responsibilities involve comprehensive wealth management, planning, and customer service.
He has over 6 years of industry experience specializing in planning and solving unique issues his clients encounter. Jose has experience serving individual clients, business owners and non-profit organizations.
Our mission is to exceed client expectations by providing exceptional accounting services, recruiting the best personnel, and incorporating state-of-the-art technology.
5266 Office Park Blvd., Suite. #204
Bradenton, FL 34203
(941) 756 – 0700
3277 Fruitville Road, Building E
Sarasota, FL 34237
(941) 366 – 4450
5858 Central Ave.
St. Petersburg, FL 33707
(727) 322 – 5111
"*" indicates required fields
"*" indicates required fields
"*" indicates required fields
"*" indicates required fields
"*" indicates required fields
"*" indicates required fields
