Luisa Carrasco

Client Services Associate

Languages: English & Spanish

My work at Meira...

As Client Service Associate I support our advisors and clients throughout the financial planning process, helping ensure every detail is handled with care and every client experience feels organized, thoughtful, and seamless.

I enjoy being part of the work that allows our clients to focus on what matters most, knowing they have a team that's committed to helping them move toward their financial goals. I believe financial planning is ultimately about people, and that trust, empathy, and clear communication are just as important as technical expertise.

...and beyond.

Before joining Meira, I built my career in accounting and corporate finance, where I developed a strong foundation in financial analysis, operations, and problem solving. I earned a bachelor's degree in International Business with a minor in Finance from Florida International University, followed by a master's degree in Managerial Accounting from Nova Southeastern University. I'm also currently pursuing my CFP® certification as I continue building my career in financial planning.

Outside of work, I'm a writer, poet, and lifelong student of the arts. I'm the author of Sospecho que el amor se siente así, and I enjoy reading, visiting museums, and dancing flamenco. Those creative pursuits have taught me to appreciate both logic and imagination, and they've shaped the way I connect with people. To me, both finance and art share a common purpose: helping people build lives that are intentional, meaningful, and aligned with what matters most.

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...