Leighann Miko| CFP®
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Los Angeles, CA 90027
Woodland Hills, CA 91364
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Leighann Miko is a Los Angeles, CA Fee-Only Financial Planner serving Los Angeles and all surrounding areas. Equalis Financial specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Leighann Miko is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Leighann has been recognized as a leader in the profession, most recently in the InvestmentNews 40 Under 40 Class of 2017 as well as in the Journal of Financial Planning with the Leadership in Action Award. She is a recipient of the Financial Planning Association’s Diversity Scholarship for her commitment to promoting a financial planning environment that embraces diversity for both consumers and professionals.
Leighann earned a Bachelor of Science in Business Administration, majoring in Financial Services, from California State University, Northridge. Her certificate in Personal Financial Planning was earned at UCLA to complete the education coursework requirement for CFP® certification. And in her never ending pursuit of knowledge, she completed a Master of Science degree in Taxation at Cal State Northridge.
5 FACTS ABOUT LEIGHANN AS A PERSON:
- She’s a Los Angeles native, born and raised.
- Road trips are her jam. Her most recent was a 3,000 mile trip from Los Angeles to Vancouver, BC and back.
- As a kid, she was a "background actor" on Dr. Quinn Medicine Woman for two seasons.
- Finances aren't the only thing she plans. She throws a mean party!
- She is a sports nut, and is especially into college football.
Our doors are open to all in addition to our expertise and specialized knowledge in working with particular demographics.
While having the fundamental right to marry has simplified the financial lives of those of us who are members of the LGBTQ community, we’re not out of the woods yet.
Research shows that wage inequality, job insecurity, and housing rights issues still cause doubt and anxiety around financial security. Despite legal access, many same-sex couples are choosing not to marry due to family concerns, religious persecution, or preference. We understand the emotional component and have the expertise to plan around the legal challenges of these unique situations.
Our experiences have shown that often times women are more reluctant than their male counterparts to discuss their finances, affecting their overall confidence with the process. This problem is both generational and cultural.
We want you to understand your finances and put education at the center or our process. We aim to empower you to live confidently.
For those just establishing their careers, they can run into with our competitors the notion of: “Don’t have a million dollars? Sorry, you can’t be a client!”
How are you –or how is anyone- supposed to reach any sort of security if you don’t have access to the resources and guidance to help you get there?
We all have to start somewhere and we commend those who are being proactive and planning for their financial future. We want to start you with a solid foundation that can be readily built upon.