MEIRA | Financial Planning & Investment Management

A quality life.
Reimagined.

Our team combines decades of financial planning and investment experience with warmth, dedication, and empathy to enable our clients to reimagine life fully.

Get Started A young man looking through a telescope.

Time-honored financial planning and investment management.

Working Together

A father and son cooking in the kitchen.

Great outcomes start with good people and good process.

Meet our People A young woman painting.

Navigating life together.

Building Wealth

Enjoying Retirement

Ready to Retire

A daughter giving her mother a kiss on the cheek.

Life/Relationship Change

Sudden Wealth

Received an Inheritance

Insights

Clint McCalla, CFP®

Senior Client Advisor

July 15, 2024

Understanding the Medicare Premium Surcharge

Many people are not aware that you can contest the Medicare premium surcharge...

Jorge Padilla, CFP®

CEO, Senior Client Advisor

June 3, 2024

Navigating the Stock Market in an Election Year

Election years can stir up a whirlwind of emotions among investors...

Rubina Hossain, CFP®

Client Advisor

March 4, 2024

My Work with the CFP Board

Did I ever imagine that I would willingly undertake the CFP® exam three times a year for the next five years? Suprisingly, it happened...

View all insights

Featured in

Community conversation: Linda Lubitz Boone, CFP®

AdvisorEngine, August 2021

1.7 million Americans became millionaires in 2020: Millionaires now make up 8.8% of the U.S. population

grow, July 2021

6 potential pitfalls of Roth IRA Conversions

USA Today, September 2020

View all featured articles

Fully.

Happily.

Comfortably.

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