Robert Lozzi is a CERTIFIED FINANCIAL PLANNER® professional with Dayton & Sydney Wealth Strategies Group. In 2001 he started working with his current broker-dealer, now Equitable Advisors a leading provider of financial services for individuals and businesses. Prior to joining our company, 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 obtained the CERTIFIED FINANCIAL PLANNER® professional designation in 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 earned the title Retirement Planning Specialist from Equitable Advisors. Mr. Lozzi is recognized as an Elite Advisors Group member at the Paramount Planning Group level based on achieving a certain sales production level among all financial professionals within our organization. Members of the Elite Advisor Group are distinguished, innovative, and respected financial professionals who are highly experienced at addressing the needs of individuals, families and business owners by providing wealth protection, asset allocation, financial and estate planning strategies through a comprehensive range of top-quality investment and financial products from leading financial companies.
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 PLANNER® are certification 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.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC (Equitable Financial Advisors in MI and TN).