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Robert Lozzi, CFP®

About Me

Hello, my name is Robert Lozzi. I am a Certified Financial Planner™ professional and hold my Retirement Planning Specialist certification from The Wharton School of Business.

Earlier in life, I earned a B.S. degree in Business Management from St. John’s University and an M.B.A. in Finance from Pace University.  I then worked for over twenty years serving client needs in the retail banking industry.

Today, I have my own practice at Dayton and Sydney WSG where I help others take that leap to finally obtain those dreams that they always wished for. I work with a variety of clients from young adults just starting out to people looking to retire. Whatever their need may be, I help my clients meet their short, medium and long term goals.
 
So, why chose me?

  • Organization: I will help bring order to your financial life by keeping you on track.
  • Education: I will help you to explore all knowledge needed to succeed in your specific situation by thoroughly explaining each choice you have available.
  • Accountability: I will help you to follow through on financial commitments by working with you to prioritize your goals.
  • Partnership: I will help you to achieve financial success by working with you, not just for you.

Find out more TODAY about how I can help you reach your goals!  (631) 385-5244


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

*Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania

*Dayton & Sydney Wealth Strategies Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.