Catalina Maria Franco-cicero
Investment adviser representative at Meira Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$317.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Meira WealthJun 2026 to now
- Build a Better Financial FutureMar 2025 to now
- SavvyNov 2025 to Jun 2026
- Tobias Financial Advisors, Inc.Oct 2017 to Dec 2024
- Fiscal Fitness Clubs of America, LLCJun 2015 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Meira Wealth
Legal name: Linda S. Lubitz, Cfp�, Pa
$317.8MAssets managed
183Clients
5Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6168760
- Firm CRD
- 108648