Leighann Miko

Los Angeles, CA

Verified Identity

Equalis Financial

Years of Experience

18 years

Member Since

2022

Allow Me to Introduce Myself

Leighann Miko is a Certified Financial Planner (CFP) and the founder of Equalis Financial, a California & Oregon-based independent fee-only firm specializing in financial planning, business management, and responsible investment management services. With a passion to empower and equip underserved ...

Clientele

Inheritors

New Investors

Professional Athletes

1st Generation Americans

Corporate Executives

Business Owners

High Net Worth Individuals

Services Provided

Investment Management

Tax Planning

Insurance

Financial Planning

Specialties and Expertise

Cash Flow Analysis

College Planning

Philanthropic Planning and Giving

Tax Minimization Inv...

Sports and Entertainment

Portfolio Construction

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

Flat FeeAUM

Education

California State University, Northridge

Master of Science in Taxation

Obtained in 2015

California State University, Northridge

Bachelor of Science in Business Administration

Obtained in 2008

Disclosures and Proof of License

SEC Profile

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