Leighann Miko (CFP®, MST)

Leighann Miko focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Hourly
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

Planning Specialties

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.

Additional Information

Leighann has been recognized as a leader in the profession, recently honored 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. 

NAPFA Start Date

January 12, 2017

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This Office

4470 W Sunset Blvd PMB 267 Ste 107 Los Angeles, CA 90027-6309 Phone: (323) 363-6841

Other Offices

4470 W Sunset Blvd Ste 107 PMB 267 Los angeles, CA 90027 Phone: (323) 363-6841