Leighann R. Miko,  CFP<sup>&reg;</sup> - Financial Advisor

Leighann R. Miko, CFP®

Financial Advisor

Equalis Financial

4470 W Sunset Blvd., Suite 107 PMB 267
Los Angeles, CA 90027

Equalis Financial

1370 N St Andrews Place
Los Angeles, CA 90028
FINANCIAL ADVISOR'S WEBSITE
(323) 363-6841 CONNECT WITH Leighann
  • facebook link
  • twitter link
  • linkedin link

General

Leighann Miko is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Equalis Financial in Los Angeles, CA and the surrounding communities.

Financial Advisor Overview

Equalis Financial is an independent fee-only firm based in Los Angeles, California specializing in financial planning, business management, and investment management services. We are here to balance the financial playing field by ensuring equal access to our services.

Our mission is to empower and equip thoughtfully ambitious professionals, especially LGBTQ+ creatives who work in the entertainment industry. Since Equalis was founded by a member of the LGBTQ+ community, serving the underserved is at the heart of everything we do.

WHAT WE OFFER

Financial Planning

To get where you want to go, you’ll need a custom roadmap that’s built strategically around your goals. We take a human-centered approach to financial planning, focusing more on you than your money. In this process, we will help you realign your financial mindsets and habits with your long-term vision, resulting in a more financially secure future.

Business Management

If you are looking to outsource the day-to-day operations of your business, we are here to help. These related services—including tax preparation and planning, payroll processing, and monthly bookkeeping?—are available exclusively to our financial planning clients.

Investment Management

As an investor, you have the ability to effectively “put your money where your mouth is” by investing in social causes you believe in. From environment conservation to improving the gender pay gap to reducing racial inequality, we will customize and manage your portfolio with a carefully planned investment strategy while maintaining the direction and discipline you need to reach your goals. If any of this resonates with you, let's chat. The first meeting is on us. There’s no cost and no pressure, just a conversation to see if we’re a good match.

More

Financial Advisor Experience

I believe financial guidance should be equally accessible to all, but this is rarely the case in the traditional world of financial planning. I’m here to change that. Like my company name suggests, I founded Equalis Financial to serve underserved communities like LGBTQ+ creatives and other thoughtfully ambitious professionals. My “why” is to help others create the financially secure life I never thought I’d have after growing up in a financially volatile environment.

Financial stability isn’t something you hope for; it’s something you plan for. As a creative working in a volatile industry, having the right financial plan is essential. It can act as a strong anchor in financially uncertain times, but only if the plan is uniquely built for you. At Equalis Financial, we’re here to help.

I earned a Bachelor of Science in Business Administration, majoring in Financial Services, from California State University, Northridge. I have a certificate in Personal Financial Planning earned at UCLA to complete the education coursework requirement for CFP® certification. And in my never-ending pursuit of knowledge, I completed a Master of Science degree in Taxation at Cal State Northridge.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Business Taxes, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources