Catalina Franco-Cicero, MS, CFP®, CTS™

Languages: English & Spanish

Senior Wealth Advisor

My work at Meira...

What drives me is helping people feel confident that their money is a tool to help them live their values. As a Senior Wealth Advisor at Meira Wealth, I have the privilege of working with individuals, families, executives, and business owners to navigate some of life's most important financial decisions.

I especially enjoy working with first generation wealth builders, simplifying complex financial situations and bringing together the many moving pieces of their financial lives into a plan that reflects what matters most to them. Whether we're developing tax efficient strategies, planning for retirement, coordinating estate planning, or helping clients stay organized, my goal is to help them feel informed, supported, and assured every step of the way.

The most rewarding part of my work is helping clients move from feeling overwhelmed to feeling empowered, knowing they have a trusted partner to guide them through life's defining financial moments.

...and beyond.

Originally from Colombia, I am fluent in English and Spanish, and my own immigrant experience has shaped both my life and my career. I understand firsthand how overwhelming it can be to navigate unfamiliar financial systems while building a secure future, and that perspective continues to influence how I serve clients today.

Before becoming a financial advisor, I worked in education, fitness, and wellness before discovering my passion for comprehensive financial planning. Along the way, I was honored with the Financial Planning Association's Diversity Scholarship and InvestmentNews' Rising Star in Diversity, Equity & Inclusion Award. My work has also been featured in InvestmentNews, MarketWatch, Financial Advisor Magazine, and Morningstar.

Outside of work, I enjoy high intensity interval training and volunteering as a Master Gardener through the University of Florida’s Institute of Food and Agricultural Sciences. I’m also the founder of the Isles Garden Club in Pembroke Pines, FL. I believe growth, whether in the garden or in life, starts with empathy, integrity and a deep commitment to making a difference.

Insights

Rubina Hossain, CFP®

Client Advisor

November 18, 2024

Aligning spending with values and goals...

Linda Lubitz Boone, CFP®

President

October 21, 2024

My most recent travel journey took me to Rwanda, a small country in eastern Africa...