Adfi_logo

Leighann Miko | Financial Advisor

Profile img for Leighann Miko, financial advisor at Equalis Financial
Los Angeles, CA
Leighann Miko
Financial Advisor
Equalis Financial

Verified Identity

Important Disclosures

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 communities, Leighann works with thoughtfully ambitious professionals, especially LGBTQ+ creatives in the entertainment industry. Her goal is to help them stay in their right brain by acting as a stand-in for their left brain. With a commitment to human-centered financial planning, Leighann devotes time to understand the whole person before addressing their finances. This intentional approach was born from a desire to help others create the financially secure life she never thought she'd have. Having grown up in a household faced with constant financial volatility, Leighann recognizes the value of financial stability. Knowing what it's like to be underestimated herself, her mission became clear: to balance the financial playing field for all.
More

Specialties and Expertise

6
Cash Flow Analysis
College Planning
Philanthropic Planning and Giving
Tax Minimization Investment Strategies
Sports and Entertainment
Portfolio Construction

Clientele

7
Inheritors
New Investors
Professional Athletes
1st Generation Americans
Corporate Executives
Business Owners
High Net Worth Individuals

Credentials and Designations

1
credentialsImg

Certified Financial Plannerâ„¢

Education

2
California State University, NorthridgeMaster of Science in TaxationYear Obtained: 2015
California State University, NorthridgeBachelor of Science in Business AdministrationYear Obtained: 2008
Quick Facts About Leighann
Years of Experience:18 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

service_img
More

Tax Planning

service_img
More

Insurance

service_img
More

Financial Planning

service_img
More

Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
profile_picture
Los Angeles, CA
Leighann Miko
Financial Advisor
Equalis Financial
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.