Jorge padilla meira wealth
NettetOur MEIRA clients are increasingly utilizing charitable giving by donating to charities through Qualified Charitable Distributions (QCDs) from their IRA Investment … Nettet11. feb. 2024 · Jorge Padilla, CFP® Wealth Advisor - Financial Life Planner / Investor / Alternative Strategies / Impact Investing / Digital Assets 1mo Edited
Jorge padilla meira wealth
Did you know?
NettetJORGE PADILLA . CRD#: 5903778. IA. Investment Adviser . MEIRA CRD#: 108648 2525 PONCE DE LEON BLVD 3RD FLOOR MIAMI, FL 33134 . 0 . Disclosures . 11 Years of … NettetThe Lubitz Financial Group is now Meira! The Lubitz Financial Group logo, a tree, was originally conceived after our founder Linda Lubitz Boone discovereda 1912 postcard to …
NettetJorge Padilla is a principal, senior client advisor and director of investments at Meira, an independent financial advisory firm. In this episode Brian and Jorge discuss: Pro Tips … NettetJorge Padilla (CRD# 5903778) is fee-only Financial Planner and Investment Advisor Representativeworking at The Lubitz Financial Group in Miami, FL and has 9 year of …
NettetShow Financial Advisor's Workshop with Brian Kasal, Ep #34 Turning Your Clients' Children Into Clients w/ Jorge Padilla, Principal, Senior Client Advisor and Director of … Nettet15. mar. 2024 · Jorge Padilla works as a Investment & Planning Associate at MEIRA Formerly The Lubitz Financial Group, which is a Finance company with an estimated …
NettetMeira is a privately held independent registered investment advisor locater in Miami. Linda S. Boone, CFP, is a 95% stockholder and Jorge Padilla is a 5% minority stockholder. …
NettetAug 2024 - Present9 months. Haines City, Florida, United States. ROLE & IMPACT: Manage entire back-end system for fintech enterprise, including improving and … shorelines nwNettetI aim to be an augmenter of efforts in my role at Meira whether to our wonderful clients or our brilliant advisors. I serve as the key contact person for all client servicing requests … shoreline snubaNettetOur MEIRA clients are increasingly utilizing charitable giving by donating to charities through Qualified Charitable Distributions (QCDs) from their IRA Investment accounts … sands bethlehem pa restaurantsNettetJORGE PADILLA . CRD#: 5903778. IA. Investment Adviser . MEIRA CRD#: 108648 2525 PONCE DE LEON BLVD 3RD FLOOR MIAMI, FL 33134 . 0 . Disclosures . 11 Years of Experience . 1 Firm . 0 . ... MEIRA (CRD#:108648) 2525 PONCE DE LEON BLVD 3RD FLOOR, MIAMI, FL 33134 . Registered with this firm since 3/19/2012 . Previous … shoreline snowboardNettetMEIRA (Formerly The Lubitz Financial Group) 244 followers on LinkedIn. Reimagining life’s defining financial moments. Together. For over 30 years, we’ve loved coming to work and making a positive difference in our clients' financial lives. Day in and day out, serving our clients is our oxygen — offering quality advice, time-honored financial … sands bethlehem event center ticketsNettetJorge Padilla, CFP® Wealth Advisor - Financial Life Planner / Investor / Alternative Strategies / Impact Investing / Digital Assets Miami, Florida, … shoreline soccer club ctNettet29. sep. 2024 · Founder, President, Financial Advisor at MEIRA Formerly The Lubitz Financial Group Jorge Padilla, CFP® Wealth Advisor - Financial Life Planner / … sands bethworks gaming