My work at Meira...

The core values of Meira—integrity, putting the client first, compassion, resourcefulness, creativity, setting a high bar and positivity—are what initially attracted me to the firm. I'm delighted to now have found a culture that continues to resonate with me as I share those values with the good people I'm fortunate to call my colleagues. I've had the privilege of serving in a number of advisory roles over the years and I'm excited about the opportunity to continue my work at Meira as a Client Advisor.

…and beyond

I started my career as a Financial Analyst in the Washington DC area where, after number of years, I discovered the profession of financial planning—I haven't looked back since! I whole-heartedly believe comprehensive financial planning is as important as having health insurance. An individual's financial wellness goes hand-in-hand with both mental and physical health.

I have also enjoyed giving back to my profession by serving as past president of my local Financial Planning Association and having been nominated as Chair for the Council of Examinations for the Certified Financial Planner Board. I am currently a financial editor & writer to a digital marketing company, including as a contributor to Kiplinger.

I also work as a pro bono advisor to Savvy Ladies Helpline. I am so excited to have joined the Innovating Advice community in 2021 where the focus is to push the planning profession forward including addressing the Advice Gap. I had the opportunity present to a virtual global financial planning conference on ways to bridge the gap and offer financial advice to a broader spectrum of the population.

When I'm out of the office, I enjoy traveling, reading, serving as a community organizer, and staying active.

Lorem Ipsum
Linda Lubitz Boone, CFP®
September 28, 2021
What’s in a Name? The Lubitz Financial Group is now Meira!
The Lubitz Financial Group logo, a tree, was originally conceived after our founder Linda Lubitz Boone discovereda 1912 postcard to her great grandfather from his local bank.
Deborah Badillo, CFP®
Client Advisor
September 25, 2021
Shopping With Purpose
I am not a big shopper. That said, when I do shop, I look for presents that pay it forward. What do I mean by that?
Linda Lubitz Boone, CFP®
August 19, 2021
Managing Debt During Retirement: Your Mortgage
Consider this — conventional wisdom says homeowners should pay off their home loans before retirement. But does this really make sense for you? 
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