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Leighann Miko - Cfp, Mst, Rlp in OR

Leighann Miko

Cfp, Mst, Rlp

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I believe financial guidance should be equally accessible to all, but this is rarely the case in the traditional world of financial planning. Im here to change that. Like my company name suggests, I founded Equalis Financial to serve unders...... Show More
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About
I believe financial guidance should be equally accessible to all, but this is rarely the case in the traditional world of financial planning. Im here to change that. Like my company name suggests, I founded Equalis Financial to serve underserved communities like LGBTQ+ creatives and other thoughtfully ambitious progressives. My why is to help others create the financially secure life I never thought Id have after growing up in a financially volatile environment.Financial stability isnt something you hope for; its 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, were here to help.I earned a Bachelor of Science in Business Administration, majoring in Financial Services, from California State University, Northridge. A certificate in Personal Financial Planning was 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.
Specialities
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice with Ongoing Management
LGBT Couples and Families
Professional Athletes or Entertainers
Socially Responsible Investments
Tax Planning
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FAQs
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What is Leighann Miko’s work email address?
Leighann Miko’s professional email address is l***o@e***************.com. You can also email Leighann Miko by clicking on the contact Leighann Miko.
What is Leighann Miko's phone number?
Leighann Miko's phone number is (323) 363-6841
What is Leighann Miko's title??
Leighann Miko is a Cfp, Mst, Rlp.
What are Leighann Miko's areas of expertise?
Leighann Miko specializes in Fixed Fee (Subscription, Retainer, etc.), Investment Advice with Ongoing Management, LGBT Couples and Families, Professional Athletes or Entertainers, Socially Responsible Investments, Tax Planning, 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, womens finances, fixed fee (subscription, retainer, etc.), aum, charitable giving, college/education planning, corporate executives, high net worth client needs, lgbtq+.