My work at Meira...


I am responsible for leading the Meira team in strategy and execution. I'm passionate about building organizations and connecting people. I'm committed personally to ensuring that not only the big picture is right, but that the details necessary to achieve that big picture goal are also in place. I enjoy working hard and cultivating meaningful and long-lasting relationships.


I'm also committed to building great cultures. Culture can mean a lot of things to different people. To me, it means creating an environment that is safe, that inspires people to be their best, and that allows people to pursue individual goals – while at the same time collaborating as part of a team effort and, ultimately, finding a place where they are fulfilled and can thrive.


… and beyond.


I've spent the better part of my career driving business development and growth within the financial services space. First at Morgan Stanley as a Financial Advisor, Sales Manager and eventually the number two member of a leadership team that ran one of Morgan Stanley’s flagship Complexes in San Francisco with over 150 financial advisors. Then at Sterne Agee (now Stifel), where I was privileged to lead an outstanding group of financial advisors and client associates as Western Regional Director and at BNY Mellon's Advisor Solutions where, as a Senior Business Development Officer, I mentored professionally managed, growth-oriented Financial Advisor Teams as they evaluated the business opportunity of becoming an independent registered investment advisor (RIA).  I also currently serve as an Independent Director on the board of Polygon Global Partners, LLP, an open-ended hedge fund and private equity manager based in London. I hold a BA and MA in Music (Conducting) from the University of California, Davis.


Giving back to the community has always been important to me and I've served and led a number of non-profit and community efforts over the years. I currently serve as the Chairman of the Albert McNeil Jubilee Singers and also serve on the Advisory Board of the African American Sacred Music Center at California State University, Dominguez Hills.


I'm also a sometime-professional musician as a conductor and singer. Over the years, I've had the privilege to conduct or perform with a number of ensembles (orchestras, wind ensembles, and choruses) in the San Francisco Bay Area including serving as Assistant Conductor of the San Francisco Symphony Chorus, a baritone in the San Francisco Opera Chorus and a countertenor in the Choir of Men and Boys at Grace Cathedral.

Lorem Ipsum
Linda Lubitz Boone, CFP®
September 5, 2023
Estate Planning From the Heart
I believe that life is about living well and dying well. Have you heard about the Conversation Project? I hadn’t until just recently when one of my favorite newspaper columnists, Ellen Goodman, resurfaced in a Google search about end-of-life issues. Many of you—in my age range—may be very familiar with Ellen, a Boston Globe and Pulitzer Prize winner whose columns chronicled social change and its impact on American life.
Deborah Badillo, CFP®
Client Advisor
July 11, 2023
Tips for Aging in Place
For those not familiar with the phrase “aging in place,” simply put, it refers to choosing to stay in your home with family, friends, and neighbors around you as you grow older (instead of moving to a residential facility designed to support long-term care, such as an assisted-living facility)
Rubina Hossain, CFP®
Client Advisor
August 8, 2023
Financial Wellness
You may have heard the term Financial Wellness tossed around on the web over the past few years—especially since the onset of the pandemic. I have always believed in this concept and am happy to hear it has gained a lot of traction—if one doesn’t feel financially well it can lead to all sorts of stresses and impact one’s mental health.
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