Coral Gables, FL Office

Catalina Franco Cicero is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Meira Wealth. Her prior experience includes roles at Tobias Financial Advisors, Inc. and Savvy, among others. She is also involved with Build a Better Financial Future. Meira Wealth is a fee-only firm with a team of five advisors, providing personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm integrates passive and active management within a Modern Portfolio Theory framework and utilizes a range of investment vehicles, including mutual funds, ETFs, derivatives, and alternative investments.

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.

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.

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.