Dayton and Sydney
Wealth Strategies Group

CONNECT

Address:

1000 Woodbury Road, Suite 300
Woodbury, NY 11797

Phone:

(516) 358-3904,,,

Robert Lozzi CFP®, MBA

Robert Lozzi CFP®, MBA

Financial Strategist

Robert Lozzi is a CERTIFIED FINANCIAL PLANNER™ professional with AXA Advisors, LLC, a leading provider of financial services for individuals and businesses.  He has worked for AXA Advisors since early 2001.  Prior to joining AXA Advisors, Mr. Lozzi worked for over twenty years serving client needs in the retail banking industry.

As a financial strategist, Mr. Lozzi’s approach is to focus on meeting both short and long term financial goals by providing objective guidance to both individuals and business-owners. Through a comprehensive financial planning process he assists clients in the areas of retirement planning, asset accumulation, wealth preservation and income and family protection

Mr. Lozzi earned a B.S. degree in Business Management from St. John’s University and an M.B.A. in Finance from Pace University.  He has been a Certified Financial Planner™ professional since 1996.  Mr. Lozzi holds FINRA Securities Registrations Series 7 and 66 as well as a NYS life/accident/health insurance license.

In October 2006 Mr. Lozzi earned a certificate in retirement planning from the Wharton School of the University of Pennsylvania for attending the At Retirement Program.Topics covered included:  Understanding the Retirement Marketplace and Estate Planning and Tax Issues in Retirement.  Accordingly, Mr. Lozzi has been designated the title Retirement Planning Specialist within the firm.  Recently, Mr. Lozzi was appointed to The Paramount Planning Group, a division of AXA Advisors, LLC, a select group of financial professionals who are distinguished for having achieved a high standard of experience and service.

Mr. Lozzi is a member of the Financial Planning Association (Long Island Chapter), the New York Association of Insurance and Financial Advisors, The Estate Planning Council of Nassau and is a qualifying member of the Million Dollar Round Table (MDRT®).

CFP® and CERTIFIED FINANCIAL PLANNERTM are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Dayton & Sydney Wealth Strategies Group, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone (631) 385-5244
Fax (631) 424-0345
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck