Leighann Miko

CFP®, MST

Equalis Financial

Financial Advisor

I can work with clients anywhere!

Leighann Miko

CFP®, MST

Equalis Financial

Financial Advisor

Here, our mission is to empower the individual - individuals like you - to be an active and equal partner in your financial planning, regardless of immediate or long-term goals. We work with you so you can live your best life. - Leighann Miko, CFP®, MST

(323) 363-6841

Fee-Only Financial Planner based in Los Angeles, CA serving the LGBTQ community, women and young professionals.

Leighann Miko is a Los Angeles, CA fee-only financial planner. Equalis Financial provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Leighann Miko is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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:

  1. She’s a Los Angeles native, born and raised. 
  2. Road trips are her jam. Her most recent was a 3,000 mile trip from Los Angeles to Vancouver, BC and back.
  3. As a kid, she was a "background actor" on Dr. Quinn Medicine Woman for two seasons.
  4. Finances aren't the only thing she plans. She throws a mean party!
  5. She is a sports nut, and is especially into college football. 

Leighann Miko is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

 

Hello. We’re Equalis Financial and we have the financial help you’re looking for.

Focused whole-heartedly on the principle of equality, we’re an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.

We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here.

Here, our mission is to empower the individual - individuals like you - to be an active and equal partner in your financial planning, regardless of immediate or long-term goals. We work with you so you can live your best life.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Employee Benefits
  • Irregular/Unpredictable Income

Ideal Clients

  • LGBTQ Community & Friends
  • Young Professionals
  • Independent Women
  • Growing Families
  • Retirees and Near Retirees
  • Sudden Money Situations
  • Novice Investors

Working Together

  • Complimentary Initial Consultation
  • No Product Sales
  • In-Person Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Investment Minimums
  • Collaborative Tools & Tech

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Leighann Miko is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Leighann Miko is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Leighann Miko is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • XY Planning Network
    Leighann Miko is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Leighann Miko

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Office Locations:

  • 4470 W. Sunset Blvd
    Ste 107 PMB 267
    Los Angeles, CA 90027
  • Woodland Hills, CA 91364

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