Deborah Badillo M.S., M.M.P., Cfp® Email and Phone Number
Deborah Badillo M.S., M.M.P., Cfp® work email
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Deborah Badillo M.S., M.M.P., Cfp® personal email
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Deborah Badillo M.S., M.M.P., Cfp® phone numbers
My work at Meira...I am a part of the advisory team in all matters relating to financial planning, portfolio management, and supporting the development of our in-depth planning expertise. I love to learn, and I am a perpetual student and want to share my knowledge while helping people. I am a strategic thinker and enjoy doing research. I enjoy developing long-lasting relationships with my clients and helping them live their life fully.… and beyond.My education has been a priority, achieving my Master's in Management Practice from Colorado State University, plus a Master's of Science in Zoology. I am a career changer. For several years, I worked in genetics labs doing research from Tuberculosis drug development to the genetics of the malting process. I also ran a small dog training business before deciding to return to school to obtain more business and financial planning knowledge. I have been working in the financial planning industry since 2013.Volunteering and giving back to the community have been important to me. I am a board member of the Financial Planning Association of Miami-Dade. I am currently the 2024 President. I enjoy giving back to the profession and helping others on their path to becoming a CFP®. I am currently training my Border Collie puppy to compete in AKC obedience dog shows like my two previous dogs. I enjoy traveling, dancing, paddle boarding, Pilates, and scuba diving during my time out of the office.
Meira Wealth
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Client AdvisorMeira Wealth Jul 2021 - PresentMiami, Florida, United States•During our first meeting, we will spend time getting to know each other to determine if we are a good fit.•Our next meeting is our client data gathering meeting, including goals. We will assist you in articulating your dreams and goals. The financial documents we gather will help the direction of future meetings.•I will analyze and evaluate your financial status. We will have a meeting for Data review and discuss the strategy and priorities of your financial goals.•I will develop and present Financial planning recommendations. We usually assist our clients in implementing the plan and continue to work with you over the year and tweak the plan as needed.
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Associate Client AdvisorThe Lubitz Financial Group Apr 2018 - Jun 2021Miami Florida
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Independent ConsultantFiscal Fitness Clubs Of America Oct 2017 - Dec 2017
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Operations ManagerHaenny Asset Management (Formerly Known As Mcculley & Associates Inc) Jul 2016 - Sep 2017
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Client Relationship Manager/Financial Planner In TrainingRetirement & Estate Advisors, Inc. May 2014 - Apr 2016Fort Collins, ColoradoCustomer relationship manager for a financial planning firmBookkeeper -
Dog Trainer/Pet Care SpecialistK9 Shrink Llc And K9 Concierge Llc Aug 2008 - May 2014Fort Collins, Colorado Area•Canine Behavioral Counseling and all Dog Problem Solutions•Dog Training on Location for Real-Life Situations•In-Home Dog Training•Dog Training Classes
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Research Associate IiiColorado State University Dr. Byrne'S Lab Jul 2007 - Sep 2008Fort Collins, Colorado AreaPopulation mapped for a wheat cultivar using over 100 markers -
Research Associate Ii-IiiColorado State University Dr.Lapitan'S Lab Oct 2004 - Jun 2007Fort Collins, Colorado AreaLab manager-organized the lab and oversaw daily operationsAssisted in the statistical analysis of microarray experiment experiments
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Research Associate IiColorado State University Dr. Nyborg'S And Dr. Laybourn'S Labs Oct 2003 - Jul 2004Fort Collins, Colorado AreaStudied HTLV-1 virus that causes adult T-cell leukemiaPresented lab results on a weekly basis
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Research Associate IColorado State University Dr. Crick'S And Dr. Brennan'S Labs Dec 2001 - Jul 2003Fort Collins, Colorado AreaBHRB Bio safety level-3 managerManage the radioactive experiments and disposal for the lab
Deborah Badillo M.S., M.M.P., Cfp® Skills
Deborah Badillo M.S., M.M.P., Cfp® Education Details
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Financial Planning
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Zoology
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Zoology
Frequently Asked Questions about Deborah Badillo M.S., M.M.P., Cfp®
What company does Deborah Badillo M.S., M.M.P., Cfp® work for?
Deborah Badillo M.S., M.M.P., Cfp® works for Meira Wealth
What is Deborah Badillo M.S., M.M.P., Cfp®'s role at the current company?
Deborah Badillo M.S., M.M.P., Cfp®'s current role is Financial Advisor helping clients reimagine what financial independence looks like..
What is Deborah Badillo M.S., M.M.P., Cfp®'s email address?
Deborah Badillo M.S., M.M.P., Cfp®'s email address is sc****@****ail.com
What is Deborah Badillo M.S., M.M.P., Cfp®'s direct phone number?
Deborah Badillo M.S., M.M.P., Cfp®'s direct phone number is (970) 491*****
What schools did Deborah Badillo M.S., M.M.P., Cfp® attend?
Deborah Badillo M.S., M.M.P., Cfp® attended Colorado State University, Colorado State University, Colorado State University.
What skills is Deborah Badillo M.S., M.M.P., Cfp® known for?
Deborah Badillo M.S., M.M.P., Cfp® has skills like Leadership, Powerpoint, Public Speaking, Integrity, Teaching, Event Planning, Data Analysis, Outstanding Interpersonal Communication Skills, Finance, Money Guide Pro, Strategic Planning, Netx360.
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