Jorge padilla meira wealth
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 … NettetOur MEIRA clients are increasingly utilizing charitable giving by donating to charities through Qualified Charitable Distributions (QCDs) from their IRA Investment accounts …
Jorge padilla meira wealth
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NettetPadilla is registered to advise clients in Florida and Texas. Meira is a financial advisory company that has its headquarters in Miami, Florida. It manages $247 million in … 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. …
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 … NettetI 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 …
NettetGet Jorge Padilla's email address (j*****@lubitzfinancial.com) and phone number (786553....) at RocketReach. Get 5 free searches. Rocketreach finds email, phone & …
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 … handmade son birthday cardsNettetClient Advisor. I work closely with the advisory team in all matters relating to financial planning, portfolio management, and supporting the development of our in-depth … business administration cinematic arts bsNettetAug 2024 - Present9 months. Haines City, Florida, United States. ROLE & IMPACT: Manage entire back-end system for fintech enterprise, including improving and … handmade star card inky fingersNettetJORGE 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 … business administration classes asuNettetJorge Padilla is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MEIRA in Miami, FL and the … business administration class 12Nettet29. sep. 2024 · Founder, President, Financial Advisor at MEIRA Formerly The Lubitz Financial Group Jorge Padilla, CFP® Wealth Advisor - Financial Life Planner / … business administration class 12thNettetJorge Padilla, CFP® Wealth Advisor - Financial Life Planner / Investor / Alternative Strategies / Impact Investing / Digital Assets Miami, Florida, … business administration classes required