Equalis Financial
Financial Services
Los Angeles, California, United States
4 employees
- Employees
- 4
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Equalis Financial Overview
- Headquarters
- Los Angeles, California, United States
- Website
- equalisfinancial.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2016
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Equalis Financial
Equalis Financial is an independent fee-only firm based in Los Angeles, California and Portland, Oregon specializing in financial planning, business management, and investment management services. We are here to balance the financial playing field. Our mission is to empower and equip thoughtfully ambitious professionals, especially LGBTQ+ creatives who work in the entertainment industry. Since Equalis was founded by a member of the LGBTQ+ community, serving the underserved is at the heart of everything we do. WE HELP YOU STAY IN YOUR RIGHT BRAIN BY ACTING AS A STAND-IN FOR YOUR LEFT BRAIN. 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.
Equalis Financial Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Equalis Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Katrina Soelter, Cfp® | Financial Planner - Co-founder - Avise Financial - Vice President - Equalis Financial - Los Angeles - She/her | Los Angeles Metropolitan Area, United States |
Email
|
| Uziel Gomez, Cfp®, Afc® | Empowering First-generation Wealth Builders by Enabling Them to Learn How to Utilize Money as a Resource to Live a Flourishing Life. |
View
|
|
| Leighann Miko, Cfp® | Financial Planner - Founder - Equalis Financial - Lgbtq+ Creatives & Progressive Inheritors - Co-founder - Avise Financial - La & Pdx | Los Angeles Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Individual contributor
1 profile
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