Linda Lubitz Boone, CFP<sup>&reg;</sup> - Financial Advisor

Linda Lubitz Boone, CFP®

President

Meira (Formerly The Lubitz Financial Group)

121 Alhambra Plaza, Suite 1000
Coral Gables, FL 33134
FINANCIAL ADVISOR'S WEBSITE
(305) 670-4440 CONNECT WITH Linda
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General

Linda Lubitz Boone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Meira (Formerly The Lubitz Financial Group) in Coral Gables, FL and the surrounding communities.

Financial Advisor Experience

I have served families and individuals for over 25 years.Our firm was founded on the principles of providing unbiased, competent and caring financial advice to our clients and to provide a stimulating and rewarding place to work for our team. We work best with clients who are amiable delegators, who value Financial Planning and have at least $500,000 in investable assets. We find we can be most helpful for people as they are going through a life transition, such as a death of a spouse/partner, divorce, sudden inheritance, pending retirement or job change. We think we listen well and plan according to our client's specific needs. We are a fiduciary and are paid solely by our clients through plan and/or investment management fees. We welcome the opportunity to meet with people and learn about their needs and see if we are a good fit for them.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Identity Theft, Job Loss, Minority Financing, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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