Linda Lubitz Boone, CFP®, Founder, President and Chief Compliance Officer

 

 

 

 

With over 30 years experience in financial services, Linda provides Personal Financial Planning and Investment Management for individuals and Pension Plan trustees on a fee for service basis. She specializes in working with clients who are undergoing life transitions such as death of a spouse, planning a post professional life, divorce, sudden inheritance or change of job. Linda was recognized among “America’s Best Financial Advisors” by Worth Magazine for over 10 years, “The 50 Distinguished Women in Wealth Management” by Wealth Manager Magazine, “Top Financial Advisers for Doctors” by Medical Economics Magazine America’s, “Top Financial Planners” by Consumers’ Research Council of America and “South Florida Honcho” by South Florida Magazine.

 

The firm has been recognized among the “Top Wealth Management Firms” by Bloomberg Wealth Manager and “Top Businesses” by South Florida Business Magazine. Linda spent 18 years in banking as president of AmeriFirst Securities Corporation, the Broker-Dealer subsidiary of AmeriFirst Bank. She was also a Managing Partner of Evensky & Brown. Linda served for the National Board of the Financial Planning Association. Linda is also the co-founder of the Capstone Group, a consortium of the top financial planning firms in the United States. She is a emeritus member of the TIAA-CREF Institute Advisory Board, the Florida Bankers Trust School faculty and currently serves on the Historical Association Foundation Investment Management Committee and the University of Miami Planned Giving Advising Board. Linda holds a B.A. in Economics and is a Certified Financial Planner™ practitioner and a Certified Divorce Planner. She is the co-author of the book, Investment Policy Statements – Guidelines and Templates, published by The Financial Planning Association and in partnership with her husband, Norm Boone, she co-founded IPS AdvisorPro™, an award winning online investment policy statement application recognized as the “Best Software of 2006” by Morningstar. Linda is quoted frequently in the press, including The Wall Street Journal, CBS MarketWatch, FORTUNE, Kiplinger’s Personal Finance Magazine, Newsweek, The Miami Herald and WIOD. Linda enjoys travelling, gardening, tennis, golf and climbed Mt. Kilimanjaro in 2004.‚Äč