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About Us

Sarasota Wealth & Tax Advisory is committed to providing the most up-to-date financial information and personal solutions for people who want to have the very best retirement planning, whether you are far from retirement, are getting close to retirement or have already retired.

Our number one goal is to make sure that we offer the very best advice so you can have the right plan that will work best for you. Sarasota Wealth & Tax Advisory and our professionals take a fiduciary, comprehensive approach to retirement planning, helping give you the security and flexibility you need to develop a custom retirement portfolio.

Sarasota Wealth & Tax Advisory is supported by teams that include an Investment Committee and a Chief Investment Officer, Financial Planning, Life Insurance, Annuities, Social Security, Qualified Retirement Plans, Retirement Plan Financing, Compliance Officer and Administrative Back Office Support.

We strive to meet your needs every day, so you can realize the retirement of your dreams.

Alin David Lozada RICP®

Alin David Lozada RICP®

President and Founder

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 profitable 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 & Tax Advisory to serve that purpose. Alin has mentored 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. 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. He also enjoys lawn bowling and currently the president of The Sarasota Lawn Bowling Club. In his spare time, Alin likes to play tennis and practice Tai Chi.

June Marie Braithwaite, CCP

June Marie Braithwaite, CCP

Executive Vice-President

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 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.