Advisors at this firm
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.
Deborah B
CFP®, Series 66
Coral Gables, FL
Meira Wealth
Deborah Badillo is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently a financial advisor at Meira Wealth, where she has worked since 2018 through the firm’s transition from The Lubitz Financial Group. Outside of her advisory role, she volunteers with the Miami Obedience Club and serves as a board member for the Financial Planning Association of Miami. 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 based on Modern Portfolio Theory and includes the use of derivatives and limited leverage for qualified clients.
Clinton M
CFP®, Series 65
Lakeway, TX
Meira Wealth
Clinton McCalla is a CFP® with 11 years of industry experience, currently serving at Meira Wealth since 2023. His prior roles include positions at HighTower Securities LLC, HighTower Advisors LLC, Fisher Investments, and managing his own practice, Wealth Planning Company of Texas. He volunteers as a committee member for the Lake Travis Independent School District CLASS Committee, engaging with district leadership on policy feedback. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm combines active and passive management strategies rooted in Modern Portfolio Theory and is notable for integrating derivatives, limited leverage, and access to alternative investments for qualified clients.
Linda B
CFP®, Series 63
Coral Gables, FL
Meira Wealth
Linda Boone is a CFP® with 26 years of experience in financial advising. She is currently with Meira Wealth, where she has worked since 2021, following prior roles at Mosaic Financial Partners and The Lubitz Financial Group. Boone receives royalties from a published book on investment policy statements and serves as a trustee on the Miami Endowment Committee, participating in the selection of investment managers for a $20 million endowment fund. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of active and passive management strategies, including the use of derivatives and limited leverage, and offers access to alternative investments for qualified clients.
Jorge P
CFP®
Coral Gables, FL
Meira Wealth
Jorge Padilla is a CFP® professional with 13 years of experience, currently serving at Meira Wealth in Coral Gables, FL. He has been with the firm and its predecessor entities since 2011. Outside of his advisory role, he contributes to Blue Vault Partners as a Wealth Advisory Board Member and participates on the Product Advisory Board for Stratifi Technologies. Meira Wealth provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm combines active and passive management strategies rooted in Modern Portfolio Theory and is notable for integrating derivatives, limited leverage, and access to alternative investments in client accounts.