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Leighann Miko, CFP®

Fee-Only Financial Planning for progressive LGBTQ+ folks, women, and Inheritors

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Equalis Financial Leighann Miko, CFP® She|Her
Los Angeles, CA

Serving Clients Nationwide

Fee-Only Financial Planning for progressive LGBTQ+ folks, women, and Inheritors

(323) 363-6841

Website

Areas of Focus

  • Financial Life Planning
  • Inherited Wealth
  • Investment Management
  • LGBTQ Couples
  • Socially Responsible Investing
  • Taxes
  • Women & Wealth

About Leighann Miko, CFP®

Hi, I'm Leighann Miko, founder of Equalis Financial. I believe financial guidance should be equally accessible to all, yet this isn’t always the case in the financial planning world. I’m here to change that.

Like my company name suggests, I founded Equalis Financial to serve non-traditional decision-makers, including women leaders, LGBTQ+ folks, and other thoughtfully ambitious changemakers.

There are many reasons why people become certified financial planners, but mine was to help others create the financially secure life I never thought I’d have.

Raised by a strong single mom, I grew up in a volatile financial environment. I never knew when the utilities would be shut off or if our car would start or even be there in the morning. I still remember traveling thirty miles to use our food stamps at a grocery store where no one knew us.

Maybe you can relate with your own experiences of financial uncertainty. I know what it’s like to be underestimated and under-resourced. But with the right guidance, financial stability is possible and within reach.

When it comes to finances, I am a woman with a plan. And my plan is to help you with yours.

6 Fun Facts About Me

1️⃣ Road trips are my jam. My longest was a 12-day, 3,000 mile trip from Los Angeles to Vancouver, BC and back.

2️⃣ As a kid, I was a "background actor" on Dr. Quinn Medicine Woman for two seasons.

3️⃣ Finances aren't the only thing I plan. I can throw a mean party!

4️⃣ If i had a second career, I would be a home renovation consultant.

5️⃣ There are few things I love more than pizza and midcentury design.

6️⃣ I have a cat named Queso and a rescue pup named Olive.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Master of Science in Taxation (MST)
  • Registered Life Planner (RLP)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • Kinder Institute of Life Planning
  • National Association of Personal Financial Advisors

Primary Location

90027

Additional Locations

📍 1231 NW Hoyt St, Suite 203, Portland, OR 97209

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book a Discovery Meeting

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Discovery Meeting' button above to get in touch. The first meeting is on us. There’s no cost and no pressure, just a conversation to see if we’re a good match. I look forward to speaking with you.

Offers Investment Management

Yes

About Equalis Financial

At Equalis Financial, we help progressive individuals and families, especially those in the LGBTQ+ community, women decision-makers, and thoughtful inheritors, define their vision, invest with purpose, and build financial lives that reflect their values… not just their balance sheets.

How Equalis Can Help

✔️ Financial Planning

Just as Rome wasn’t built in a day, a great financial plan won’t be either. Together, we’ll create and adjust your financial plan to fit your specific needs.

✔️ Investment Management

We’re known for providing socially conscious values-aligned investing strategies, helping our clients put their money behind social causes they believe in.

✔️ Business Management

From tax planning to payroll to bookkeeping, we’ll cover the day-to-day operations of your business so you can get back to the creative work you love to do.

What Sets Us Apart

▪️ Fiduciary

We are proud to be an independent financial planning firm, meaning that it is our fiduciary duty to do what’s best for you. This requires us to always put your interests ahead of our own.

▪️ Impartial

Everyone deserves access to financial advice regardless of their sexual orientation, gender, or marital status. Equality isn’t just in our name but is our founding principle.

▪️ Fee-Only

This means we do not sell any investment products, represent any product or company, and do not receive any commissions. We work strictly for you and are paid only by you.

▪️ Technology

We are location independent, meaning we use web-based technology that allows us to work as a virtual advisor and assist you no matter your physical location. We’re here to help you anytime, anywhere.

▪️ Our Identity

Equalis was founded by a member of the LGBTQ+ community who is all too familiar with volatile financial environments. Your needs will be attended to with compassion and without judgement.

▪️ Advocacy

We are a voice for our clients and community. Our mission is to ensure every action we take and every dollar we spend positively impacts as many people as possible.

We believe in Human-Centered Financial Planning

Other planners address your finances first, but that’s not how we do things. Instead, we devote time to understand your vision before advising on your finances. It’s time for the financial planning process to focus more on you than your money.

Education

California State University, Northridge, Master of Science (M.S.), Taxation; Bachelor of Science (B.S.), Business Administration - Financial Services Option

Hobbies and Interests

  • Bowling
  • Crafts
  • Dancing
  • Eating Out
  • Entertaining
  • Family
  • Football
  • Golf
  • Music
  • Relaxing
  • Softball
  • Sports
  • Television
  • Traveling

SEC Lookup

View Disclosure

Who We Serve

  • Artists
  • BIPOC
  • Blended Family
  • Business Owners
  • Content Creators
  • Corporate Executives
  • Couples
  • Creative Professionals
  • Democrats
  • Divorce
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Individuals
  • Intergenerational Families
  • Investors
  • Jewish
  • LGBTQ
  • LGBTQ Couples
  • Newly Engaged / Newlywed
  • Non-Traditional Clients
  • Parents
  • Professional Athletes
  • Remote Workers
  • Single Women
  • Travel Lovers
  • Women in Transition
  • Women Professionals
  • Women’s Finance

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Get answers to frequently asked questions regarding the services offered by Leighann Miko, CFP® View Disclosures

FAQs

Who are your clients?
Our clients are progressive individuals and families who want their money to support lives of meaning and impact. They span many ages and life stages, from those just finding their footing to those enjoying a well-earned sense of freedom, with most navigating the rich, complex middle chapters of their careers and lives. That said, there’s no single “type” of Equalis client. If you’re values-driven, intentional about your money, and looking for a trusted fiduciary, you’re in the right place. Learn more about working with us
How do you work with clients - in person, remotely, or both?
With offices in Los Angeles, CA and Portland, OR, we’re happy to meet in person, though most clients opt for virtual meetings because they’re easier to fit into real life (and don’t require fighting traffic).
Do you offer an initial consultation to determine whether we’re a good fit?
Absolutely. Yes... and we highly recommend it. Think of it as a low-pressure first date for your finances. We’ll get to know each other, talk through what you’re looking for, and see if working together feels like the right fit (no awkward commitment required). Book a Discovery Meeting
What kinds of clients benefit most from your services and approach?
Equalis is a great fit for people with complex financial lives who want their money to reflect their values... not just maximize returns. That often includes LGBTQ+ folks, women decision-makers, creatives, and thoughtful inheritors who are navigating non-traditional paths and want clear, judgment-free guidance from a fiduciary who actually gets it.

FAQ Disclosures

Advisory Services offered through Avise Financial Cooperative, Inc. Avise Financial Cooperative, Inc. is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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