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
Linda Lubitz Boone, CFP®
March 7, 2023
Test Your IRA Intelligence – How Much Do You Know?
Some people like to take quizzes and if you’re one of those read on. The answers are at the end of the article, so don’t peek.
Deborah Badillo, CFP®
Client Advisor
February 7, 2023
How to Choose a Charity
Our MEIRA clients are increasingly utilizing charitable giving by donating to charities through Qualified Charitable Distributions (QCDs) from their IRA Investment accounts (if you’d like to learn more, please let us know). In some cases, we’ve had clients who wanted assistance in identifying a charitable organization, so I developed a bit of a how-to-guide below.
Rubina Hossain, CFP®
Client Advisor
January 18, 2023
You Can Never Be Too Careful!
Winter of 2022…it was a regular working day, where in the evening I was to meet a friend for dinner. As I was leaving for dinner, my cellphone stopped working and said SOS—little did I know it wasn’t because I didn’t have a signal!
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