My work at Meira...


I work closely with the advisory team in all matters relating to financial planning, portfolio management, and supporting the development of our in-depth planning expertise. I love to learn, and feel I am a perpetual student and want to share my knowledge while helping people. I am a strategic thinker and enjoy doing research. I enjoy developing long-lasting relationships with my clients and helping them live their life fully.


… and beyond.


My education has been a priority, achieving my Masters in Management Practice from Colorado State University, plus a Master’s of Science in Zoology. I am a career changer. For several years, I worked in genetics labs doing research from Tuberculosis drug development to the genetics of the malting process. I also ran a small dog training business before deciding to go back to school to obtain more business and financial planning knowledge. I have been working in the financial planning industry since 2013.


Volunteering and giving back to the community have been important to me. I am a board member of the Financial Planning Association of Miami Dade. I am currently the Chair of Nexgen & FIU Student Chapter Liaison. I enjoy giving back to the profession and helping others on their path to becoming a CFP®. This year, I have volunteered with Miami Catalyst and prepared tax returns for people in need. I have a retired, energetic Australian Shepherd that has competed in AKC obedience dog shows. I enjoy traveling, dancing, paddle boarding, Pilates, and scuba diving during my time out of the office.


Lorem Ipsum
Insights
Linda Lubitz Boone, CFP®
President
October 21, 2024
A Model for the Future
My most recent travel journey took me to Rwanda, a small country in eastern Africa...
Deborah Badillo, CFP®
Client Advisor
September 16, 2024
Hiring a Home Healthcare Professional: Key Considerations
As the demand for home healthcare continues to rise, selecting the right professional to care for a loved one is a decision that requires thoughtful consideration.
Jorge Padilla, CFP®
CEO, Senior Client Advisor
August 19, 2024
Common Financial Scams
As more seniors become targets for financial scams, it's important to know what to watch out for.
View all insights
We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.
Let's talk

Reimagining life's defining financial moments.  Together.®

LinkedIn Social Share Icon
Fax
(305) 670-4448
LinkedIn Social Share Icon