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Catalina F

CFP®, Series 65

Coral Gables, FL

Meira Wealth

Catalina Franco Cicero is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Tobias Financial Advisors, Inc. for seven years and has been with Meira Wealth since 2026. Catalina's background also includes roles at Savvy and Build a Better Financial Future. Meira Wealth is a fee-only firm serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a combination of passive and active management strategies within a Modern Portfolio Theory framework and manages approximately $318 million in discretionary client assets.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
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Rubina H

CFP®

Palm Beach Gardens, FL

Meira Wealth

Rubina Hossain is a CFP® professional with five years of industry experience, currently serving at Meira Wealth since 2021. Her prior experience includes roles at Raymond James Financial Services Advisors, Hein Wealth & Tax Solutions, and Benchmark Financial. She is an author and editor on financial planning topics and volunteers pro bono financial advice through organizations such as Savvy Ladies and Minority Wealth Gap. Hossain also serves on the CFP Board examination committee and is a co-founder of the financial literacy nonprofit Conscious Wallet. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach combines active and passive management with Modern Portfolio Theory principles, including the use of derivatives and limited leverage, and offers access to alternative investments for qualified clients.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
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Deborah B

CFP®, Series 66

Coral Gables, FL

Meira Wealth

Deborah Badillo is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Meira Wealth. She has worked at Meira Wealth and its predecessor, The Lubitz Financial Group, since 2018. Outside of her advisory role, she is a board member of the Financial Planning Association of Miami and volunteers with the Miami Obedience Club. Meira Wealth is a team of five advisors providing fee-only financial planning and discretionary investment management to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm applies a combination of passive and active management within a Modern Portfolio Theory framework, using mutual funds, ETFs, individual equities, options, futures, and alternative investments when appropriate.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
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Linda B

CFP®, Series 63

Coral Gables, FL

Meira Wealth

Linda Boone is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Meira Wealth. She was previously with The Lubitz Financial Group from 1999 until its transition to Meira Wealth in 2021. Boone is a published author of an investment-related book and serves as a trustee for the Miami Endowment Committee, a nonprofit organization. Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a blend of passive and active management within a Modern Portfolio Theory framework, managing roughly $318 million in discretionary client assets.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
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Jorge P

CFP®

Coral Gables, FL

Meira Wealth

Jorge Padilla is a CFP® with 14 years of industry experience, currently serving at Meira Wealth in Coral Gables, FL. He has been with Meira, formerly known as The Lubitz Financial Group, since 2016. Outside of his advisory role, Padilla contributes as a Wealth Advisory Board Member for Blue Vault Partners and serves on the Product Advisory Board for Stratifi Technologies. Meira Wealth provides personalized, fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a mix of passive and active management within a Modern Portfolio Theory framework and offers a range of investment options, including alternative investments when appropriate.

Charitable giving & philanthropy Tax-loss harvesting Private / alternative investments Founder/Business Owner
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