Alin has been a resident of South Florida for over 50 years and now calls Sarasota his home, having previously lived in Fort Lauderdale. He graduated from the University of Miami with a degree in business management and finance. Alin has owned and founded several firms throughout his 25 years in the financial services profession.
After making these firms highly successful over the years, Alin started selling them to other financial services companies, finally selling the last one to spend more time with his mother in the last year of her life. After moving to Sarasota, Alin decided that he wanted to start a firm that would offer the most cutting-edge strategies and tools that the financial services industry had to offer, founding Sarasota Wealth Advisory to serve that purpose.
Alin has mentored some of the most highly respected advisors throughout the country, and he has been a featured speaker at national financial industry conventions, conducting educational workshops and seminars for advisors and the public on many topics regarding financial planning. Alin has been featured on Wall Street Select, Fox Business News, ABC, NBC, CBS News, CNN, Worth, Boston Globe, Miami Herald, and has hosted his own radio show, Smart Money Strategies, for many years.
In addition, he is recognized as being in the top one percent of all financial professionals in the country by the Top of the Table of the Million Dollar Round Table (MDRT). This is the most prestigious organization for financial professionals in the world. Alin has also received numerous awards for his outstanding knowledge and achievements in the fields of retirement planning, income planning, and wealth preservation strategies. His designations include the prestigious Retirement Income Certified Professional from the American College, identifying him as a specialist in income retirement planning strategies, and he also belongs to The Society of Certified Senior Advisors, which is dedicated to the study of everything that affects helping seniors plan for their future.
When Alin isn’t in the office, he is a fundraiser and advocate for the Alzheimer’s Association, Hospice of South Florida, the Humane Society, and is a judge for the University of Miami ethics debate team, which has won numerous national ethics debate contests. In his spare time, Alin likes to play tennis and practice Tai Chi. He also enjoys lawn bowling and currently the vice president of The Sarasota Lawn Bowling Club.
A Human Resources professional with more than 20 years of experience, June has worked for Uniroyal Technology Corp., Cox Target Media and Boar’s Head with a focus on the design and administration of compensation and benefits programs. She has helped to implement the very best comprehensive retirement benefits. These unique cutting edge benefit programs have proven to help retain and attract key employees. Her experience and desire to help create an atmosphere of financial wellness for companies, small businesses, executives, and professionals are what make June a highly sought after benefits consultant.
June believes that great things are accomplished through sound partnerships built on trust and integrity. In addition to building financial wellness, she is a promoter of health and fitness. June has led a team of Wellness Champions through a program which substantially increased participation in wellness initiatives. The increase in employee awareness played a major role in the company’s decreased benefits costs, which in turn allows a company to provide a more enhanced benefits package to include retirement programs.
June is a graduate from the College of Business Administration at the University of South Florida. She is a Certified Compensation Professional with WorldatWork, a member of SHRM and has been a speaker at the Employer HealthCare & Benefits Congress. She has mentored former colleagues who have become successful professionals in the field of human resources.
In her spare time, June likes to spend time perfecting her workout routine at the fitness club or with her personal trainer. She also enjoys long walks and cooking with her husband, Justo. A resident in Florida for over 30 years, June currently resides in Lakewood Ranch.
Craig is a Florida licensed Life, Health and Annuity agent with over thirty years of strategic planning, sales and marketing experience. Most recently, he was a retirement income planner with Grace Advisory Group in Fort Myers, FL. His diverse background and training enables him to help clients pursue their retirement goals through comprehensive, individualized retirement income planning.
He began his career as a copywriter in New York City writing television, radio and prints ads for clients that included Pizza Hut, U.S. Navy, AT&T, Campbell’s Soup, Burger King and Ponds.
Craig served as President and CEO of Palmer/Cosmopulos/Palmer, a full-service advertising agency where his clients included Corning, Inc., Serengeti Eyewear, LPGA and the American Cancer Society. He was Founder and President of Pixel Head, a digital marketing agency that specialized in creating Websites and interactive CD ROM projects. Pixel Head was honored to be chosen as one of the first privately-owned companies in the country to create and host websites for Members of the United States Congress.
Originally from Elmira in upstate New York, Craig was a very active member of his community. He was elected to serve terms on the school board and as a village trustee. One of his most notable accomplishments was to be elected mayor of Elmira Heights, NY.
Craig is an accomplished portrait, still life and landscape artist. He has taught painting classes at the Center for the Arts in Corning, NY and was selected to teach at the Center for the Arts in Bonita Springs, FL. He spent five years as an adjunct professor at Corning Community College. Craig is a graduate of Parsons School of Design and attended Syracuse University.
Craig joined Business Benefits Planning Group because of the passion Alin Lozada and his team have for their clients. “In addition to being one of the most knowledgeable and experienced financial advisors in the country,” said Craig, “Alin and his team serve their clients as they would their own families.”
“I love to teach and I have the opportunity to share with my clients incredibly effective strategies that help them protect and grow their life savings and live the retirement they always dreamed.”
With over 20 years of experience in financial services and a certified expert in retirement planning, Barry leverages his wealth of knowledge and practical experience to show our clients – both individual and corporate – how to simplify the complex and understand the power of our strategies to do 3 main things: 1) to boost spendable retirement income in a way that traditional, broker-driven financial planning can’t; 2) to help grow their retirement assets; and/or 3) to help save money by minimizing taxes and other unnecessary expenses.
Barry’s knowledge base was initially forged in New York City, where he worked for over 10 years as a corporate finance attorney with some of the world’s leading (AMLAW 100) law firms and at UBS Investment Bank. As a Wall Street ‘insider’, he saw at first hand how the inherent bias of certain financial service and asset management firms could inflict great harm on the unwary and unsuspecting. How oftentimes, instead of acting in a client’s best interests, many firms egregiously picked the pockets of their clientele while exposing them to excessive levels of unwarranted risk, expense and taxes.
The other key element revolves around his designation as a Retirement Income Certified ProfessionalÒ (RICPÒ), which enables him not just to help grow your assets, but, importantly, to help protect, preserve and distribute those assets in a smart, strategically measured way, while negotiating the very complex tax, required mandatory distribution (RMD), social security, medicare and creditor protection rules that invariably apply to the retiree and pre-retiree demographic.
After his time in New York City, Barry relocated to South Florida and transitioned into business management, again in financial services where he worked for a leading alternative asset and specialty finance firm called Peach Holdings, Inc. When this firm was subsequently acquired by a consortium led by Credit Suisse, he founded Retirement Synergies Group, LLC in 2008, a specialty finance, estate planning and independent retirement services firm. Barry has featured on radio shows across South Florida and presented nationally at industry and client events. He has also written extensively and is a published author on various financial planning topics.
As such, Barry works with strategic partners and other industry experts to help create or improve upon qualified and unqualified retirement plans, and related value propositions designed to reduce cost and maximize asset accumulation using time-tested, yet innovative strategies not widely available elsewhere in the marketplace. Although he no longer practices law, he is internationally qualified as an attorney in New York, and is a former qualified Solicitor in England and Wales. He uses his legal training to identify, advise on and mitigate risk for each client he serves and to add value wherever possible.
Before moving to the United States, Barry grew up in Ireland, graduated from Clongowes Wood College and subsequently earned his Law Degree from University College Dublin, Ireland. In 1994 he received his Master’s in Law (LL.M Degree) from The Queen’s University of Belfast, Northern Ireland. During this time he played representative rugby as an All-Ireland League rugby player and retains an interest and involvement in the game to this day.
When time permits, Barry enjoys spending time with his family, helping to keep his young son in check, reading, friends, good foods and fine wines – not necessarily in that order. A keen sportsman, Barry has replaced rugby with golf, with some tennis, soccer and keeping fit thrown in. He is actively involved in national and international rugby business networks and is a founding member of the Irish-American Business Network of South Florida.
With nearly a decade of client service experience, Jeanne focuses on developing long-term relationships and serving the needs of our clients.
Prior to joining Sarasota Wealth Advisory and Business Benefits Planning Group in 2016, Jeanne was the owner of the Lakewood Ranch location of the largest and most established barre franchise in the nation, Pure Barre. She continues to connect with clients as a Pure Barre instructor, investing in their lifestyle and the community. Before Pure Barre, she was a registered dental hygienist with the practices Chasolen Prosthodontics and Dr. Gary Novak, DMD.
Jeanne is an active member of the Sarasota community. She is a member of the Junior League of Sarasota, serving on the New Member Outreach and New Member Education committees. Jeanne also avidly supports Nate’s Honor Animal Rescue and has been a committee member of the annual Ponies for Pups polo event for two years. She currently serves on the Sarasota Memorial Healthcare Foundation’s Key to the Cure committee, helping raise funds for cancer research.
When away from the office, Jeanne loves to travel, read, and spend time with her rescue dog, Scotch.