Leighann Miko

CFP®

Equalis Financial

Founder

I can work with clients anywhere!

Leighann Miko

CFP®

Equalis Financial

Founder

Everyone deserves access to financial advice regardless of sexual orientation, gender, net worth, or any other excuse for denying someone equal treatment. We level the playing field. - Leighann Miko, CFP®

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 financial planning and investment management firm specializing in the unique needs of the LGBTQ community, women, and young professionals.

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's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

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. 


Our doors are open to all in addition to our expertise and specialized knowledge in working with particular demographics.

LGBTQ Community

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.

Women

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.

Young Professionals

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.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Education Planning
  • Budgeting

Ideal Clients

  • LGBTQ Community
  • Women
  • Young Professionals
  • Creatives
  • Retirees and Near Retirees
  • Entrepreneurs & Business Owners

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

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 the country’s 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.

  • 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.

  • 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.

Contact Leighann Miko

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Office Locations:

  • 4470 W Sunset Blvd
    Suite 107 PMB 267
    Los Angeles, CA 90027
  • 23291 Ventura Blvd
    Woodland Hills, CA 91364

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