Leighann Miko (CFP®, MST, RLP)

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

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Professional Athletes or Entertainers
  • Socially Responsible Investments
  • Tax Planning

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.

Entertainment Industry & Creative Folks

As a creative professional, you’re more than likely pursuing your passion, but doing so at a cost of predictable income, employer benefits like health insurance, retirement contributions, etc., and having to navigate the complex US tax system on your own.

As a small business, we see you. We provide you with the tools and strategies to systematize your financial life and create a stable income flow.

Additional Information

I believe financial guidance should be equally accessible to all, but this is rarely the case in the traditional world of financial planning. I’m here to change that. Like my company name suggests, I founded Equalis Financial to serve underserved communities like LGBTQ+ creatives and other thoughtfully ambitious professionals. My “why” is to help others create the financially secure life I never thought I’d have after growing up in a financial volatile environment.

Financial stability isn’t something you hope for; it’s 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, we’re 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.

NAPFA Start Date

January 12, 2017

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This Office

3303 N Mississippi Ave Suite 517 Portland, OR 97227 Phone: (503) 395-7175

Other Offices

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