About Us<\/h1><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tSarasota Wealth Advisory is committed to providing our clients with customized solutions to meet their retirement goals, no matter what state of retirement they are in. Our professionals, take a fiduciary, comprehensive approach to retirement planning.<\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>
\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tSarasota Wealth Advisory is supported by teams that include a Chief Investment Officer and Investment Committees, Compliance Officer, Client Relations Teams, Financial Planners, Life Insurance and Annuity Professionals, CPA's, and Estate Planning Attorneys.<\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>
\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t![\"\"](\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2025\/07\/Ringling-Bridge.jpg\" "\\"Ringling")
<\/span>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t![\"\"](\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/headshot_june.jpg\" "\\"headshot_june\\"")
<\/span>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tJune Marie Braithwaite<\/strong><\/span><\/h1>\nPresident<\/span><\/strong><\/h1><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\nJune Marie Braithwaite is a licensed Investment Adviser Representative and Certified Compensation Professional working as part of the team at Sarasota Wealth Advisory in Lakewood Ranch, Florida.\u00a0 As an Investment Advisor Representative, June is held to a fiduciary standard and is legally required to act in your best interest.<\/span><\/p>\nA graduate of the University of South Florida, June spent many years working for previous offices compensation and benefits, most recently helping employees at Boar\u2019s Head in planning for their future.<\/p>\n
During her time working in corporate roles, June was an advocate for educating employees on the importance of saving. She would regularly guide them on the best ways to put aside money for their golden years, and also explain ways to ensure that the money would be able to last throughout their retirement.<\/p>\n
Her experience and passion to help others guided June to leave the corporate world so she could focus on educating all who could use her guidance. June enjoys developing plans with her clients to protect and preserve their hard-earned assets using strategies such as:<\/p>\n
\n- Fixed Indexed Annuities<\/li>\n
- Life Insurance Planning with Living Benefits<\/li>\n
- Tax-Free Retirement Strategies<\/li>\n
- Portfolio Management<\/li>\n
- 401(k) Rollovers and IRAs<\/li>\n<\/ul>\n
Residing in Lakewood Ranch, Florida, June enjoys cooking, perfecting her workout routine, spending time with friends and family, and relaxing at the beach. Much of her free time is spent volunteering for Sisterhood For Good, a nonprofit whose goal is to raise funds to grant to other nonprofit organizations.<\/p>\n
Education & Certifications:<\/strong><\/p>\n\n- Investment Adviser Representative (Series 65)<\/li>\n
- Licensed Producer, Life & Health<\/li>\n
- Certified Compensation Professional (CCP)<\/li>\n
- B.S. Business Administration, University of South Florida<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t
![\"\"](\"https:\/\/www.sarasotawealthadvisory.com\/wp-content\/uploads\/2024\/12\/headshot_alin.jpg\" "\\"headshot_alin\\"")
<\/span>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tAlin David Lozada, RICP\u00ae<\/strong><\/span><\/h1>\nFounder<\/span><\/strong><\/h1><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\nAlin 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\u2019s goal has always been to have a firm that would offer the most comprehensive strategies and tools that the financial services industry had to offer and having a team of experienced professionals, founding Sarasota Wealth Advisory to serve that purpose.<\/span><\/p>\nAlin has been a featured speaker at national financial industry conventions, conducting educational workshops and seminars for advisors and the public. He has also lectured the University of Miami and Keiser University on many topics regarding retirement planning. Alin has appeared in Wall Street Select, Fox Business News, ABC, NBC, CBS News, CNN, Worth, Boston Globe, Miami Herald, Sarasota Herald Tribune, Chicago Tribune, Fortune, and Money, and has hosted his own radio show, \u201cSmart Money Strategies,\u201d for many years.<\/span><\/p>\nHis designations include the Retirement Income Certified Professional from the American College, identifying him as a specialist in income retirement planning strategies.<\/span><\/p>\nWhen Alin isn\u2019t in the office, he is a fundraiser and advocate for the Alzheimer\u2019s Association, Hospice of South Florida, and 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, tennis, and Tai Chi.<\/span><\/p>\n<\/div>\n<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tInvestment advisory services offered through Foundations Investment Advisors, LLC (\u201cFoundations\u201d), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https:\/\/adviserinfo.sec.gov <\/a><\/span>and search by our firm name or by our CRD #175083.<\/span><\/strong><\/o:p><\/p>\nForm ADV Part 2A<\/a><\/strong><\/span><\/o:p><\/p>\n
Sarasota Wealth Advisory is committed to providing our clients with customized solutions to meet their retirement goals, no matter what state of retirement they are in. Our professionals, take a fiduciary, comprehensive approach to retirement planning.<\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>
Sarasota Wealth Advisory is supported by teams that include a Chief Investment Officer and Investment Committees, Compliance Officer, Client Relations Teams, Financial Planners, Life Insurance and Annuity Professionals, CPA's, and Estate Planning Attorneys.<\/p><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>
<\/span>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div><\/span>\n\t\t\t<\/div>June Marie Braithwaite<\/strong><\/span><\/h1>\nPresident<\/span><\/strong><\/h1><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\nJune Marie Braithwaite is a licensed Investment Adviser Representative and Certified Compensation Professional working as part of the team at Sarasota Wealth Advisory in Lakewood Ranch, Florida.\u00a0 As an Investment Advisor Representative, June is held to a fiduciary standard and is legally required to act in your best interest.<\/span><\/p>\nA graduate of the University of South Florida, June spent many years working for previous offices compensation and benefits, most recently helping employees at Boar\u2019s Head in planning for their future.<\/p>\n
During her time working in corporate roles, June was an advocate for educating employees on the importance of saving. She would regularly guide them on the best ways to put aside money for their golden years, and also explain ways to ensure that the money would be able to last throughout their retirement.<\/p>\n
Her experience and passion to help others guided June to leave the corporate world so she could focus on educating all who could use her guidance. June enjoys developing plans with her clients to protect and preserve their hard-earned assets using strategies such as:<\/p>\n
\n- Fixed Indexed Annuities<\/li>\n
- Life Insurance Planning with Living Benefits<\/li>\n
- Tax-Free Retirement Strategies<\/li>\n
- Portfolio Management<\/li>\n
- 401(k) Rollovers and IRAs<\/li>\n<\/ul>\n
Residing in Lakewood Ranch, Florida, June enjoys cooking, perfecting her workout routine, spending time with friends and family, and relaxing at the beach. Much of her free time is spent volunteering for Sisterhood For Good, a nonprofit whose goal is to raise funds to grant to other nonprofit organizations.<\/p>\n
Education & Certifications:<\/strong><\/p>\n\n- Investment Adviser Representative (Series 65)<\/li>\n
- Licensed Producer, Life & Health<\/li>\n
- Certified Compensation Professional (CCP)<\/li>\n
- B.S. Business Administration, University of South Florida<\/li>\n<\/ul>\n<\/div>\n<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t
Alin David Lozada, RICP\u00ae<\/strong><\/span><\/h1>\nFounder<\/span><\/strong><\/h1><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\nAlin 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\u2019s goal has always been to have a firm that would offer the most comprehensive strategies and tools that the financial services industry had to offer and having a team of experienced professionals, founding Sarasota Wealth Advisory to serve that purpose.<\/span><\/p>\nAlin has been a featured speaker at national financial industry conventions, conducting educational workshops and seminars for advisors and the public. He has also lectured the University of Miami and Keiser University on many topics regarding retirement planning. Alin has appeared in Wall Street Select, Fox Business News, ABC, NBC, CBS News, CNN, Worth, Boston Globe, Miami Herald, Sarasota Herald Tribune, Chicago Tribune, Fortune, and Money, and has hosted his own radio show, \u201cSmart Money Strategies,\u201d for many years.<\/span><\/p>\nHis designations include the Retirement Income Certified Professional from the American College, identifying him as a specialist in income retirement planning strategies.<\/span><\/p>\nWhen Alin isn\u2019t in the office, he is a fundraiser and advocate for the Alzheimer\u2019s Association, Hospice of South Florida, and 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, tennis, and Tai Chi.<\/span><\/p>\n<\/div>\n<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\tInvestment advisory services offered through Foundations Investment Advisors, LLC (\u201cFoundations\u201d), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https:\/\/adviserinfo.sec.gov <\/a><\/span>and search by our firm name or by our CRD #175083.<\/span><\/strong><\/o:p><\/p>\nForm ADV Part 2A<\/a><\/strong><\/span><\/o:p><\/p>\n
June Marie Braithwaite is a licensed Investment Adviser Representative and Certified Compensation Professional working as part of the team at Sarasota Wealth Advisory in Lakewood Ranch, Florida.\u00a0 As an Investment Advisor Representative, June is held to a fiduciary standard and is legally required to act in your best interest.<\/span><\/p>\n A graduate of the University of South Florida, June spent many years working for previous offices compensation and benefits, most recently helping employees at Boar\u2019s Head in planning for their future.<\/p>\n During her time working in corporate roles, June was an advocate for educating employees on the importance of saving. She would regularly guide them on the best ways to put aside money for their golden years, and also explain ways to ensure that the money would be able to last throughout their retirement.<\/p>\n Her experience and passion to help others guided June to leave the corporate world so she could focus on educating all who could use her guidance. June enjoys developing plans with her clients to protect and preserve their hard-earned assets using strategies such as:<\/p>\n Residing in Lakewood Ranch, Florida, June enjoys cooking, perfecting her workout routine, spending time with friends and family, and relaxing at the beach. Much of her free time is spent volunteering for Sisterhood For Good, a nonprofit whose goal is to raise funds to grant to other nonprofit organizations.<\/p>\n Education & Certifications:<\/strong><\/p>\n 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\u2019s goal has always been to have a firm that would offer the most comprehensive strategies and tools that the financial services industry had to offer and having a team of experienced professionals, founding Sarasota Wealth Advisory to serve that purpose.<\/span><\/p>\n Alin has been a featured speaker at national financial industry conventions, conducting educational workshops and seminars for advisors and the public. He has also lectured the University of Miami and Keiser University on many topics regarding retirement planning. Alin has appeared in Wall Street Select, Fox Business News, ABC, NBC, CBS News, CNN, Worth, Boston Globe, Miami Herald, Sarasota Herald Tribune, Chicago Tribune, Fortune, and Money, and has hosted his own radio show, \u201cSmart Money Strategies,\u201d for many years.<\/span><\/p>\n His designations include the Retirement Income Certified Professional from the American College, identifying him as a specialist in income retirement planning strategies.<\/span><\/p>\n When Alin isn\u2019t in the office, he is a fundraiser and advocate for the Alzheimer\u2019s Association, Hospice of South Florida, and 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, tennis, and Tai Chi.<\/span><\/p>\n<\/div>\n<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div> Investment advisory services offered through Foundations Investment Advisors, LLC (\u201cFoundations\u201d), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https:\/\/adviserinfo.sec.gov <\/a><\/span>and search by our firm name or by our CRD #175083.<\/span><\/strong> Form ADV Part 2A<\/a><\/strong><\/span>\n
\n
<\/span>\n\t\t\t<\/div>Alin David Lozada, RICP\u00ae<\/strong><\/span><\/h1>\n
Founder<\/span><\/strong><\/h1><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>