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.

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Insights
Jorge Padilla, CFP®
Principal, Senior Client Advisor
May 25, 2022
Feeling Uncomfortable With the Investment Markets? Who is Driving Your Information Diet?
A few weeks ago, our team enjoyed an offsite meeting at a resort in Key Largo that included some fun activities to disconnect and also some focused work as a team. One of the particularities of the resort is their restrictive policy around cell phone usage in certain areas. On the way back, my wife and I started a dialogue about the impact the 24/7 connectivity that our smartphones and the internet are having in our lives. It was just a few decades ago that we were still consuming information at a slower pace, outside of the digital world. Are we better off as a society, as a result? Certainly, the ability to provide access to information and knowledge to a wider audience will generally lead to progress. At the same time, are we happier than older generations in this hyper-connected world? I will let you answer that question for yourself.
Vladimir Filipović, MBA
Client Service Associate
March 11, 2022
Cybersecurity | Staying Safe and Controlling the Controllable
Eye rolls and pitiful exhales—that was the initial response I got from my family and loved ones when discussing cyber security.
Rubina Hossain, CFP®
Client Advisor
March 7, 2022
My Personal College Planning Experience
In April 2018 the college decisions started rolling in. My daughter—first born—applied to 15 universities (she worked super hard in high school and was determined to go to school up North). She had been thinking about going to university since 5th grade. Now, looking back at that time, fifteen applications was way too many—too much work and each application costs $$. The good news is that she got into 10 schools!
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