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Leighann Miko, Cfp® Email & Phone Number
Co-Founder and Co-CEO
at
Avise Financial
1 work email found
@mycgfinancial.com
2 phones found area 310
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder and Co-CEO
Location
Los Angeles Metropolitan Area, United States, United States
Company size
Who is Leighann Miko, Cfp®? Overview
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Quick answer
Leighann Miko, Cfp® is listed as Co-Founder and Co-CEO at Avise Financial, a company with 2 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at mycgfinancial.com, phone signal with area code 310, and a matched LinkedIn profile for Leighann Miko, Cfp®.
Leighann Miko, Cfp® previously worked as Founder & Financial Advisor at Equalis Financial and Co-Founder & Co-CEO at Avise Financial. Leighann Miko, Cfp® holds Master Of Science (M.S.), Taxation from California State University, Northridge.
Company email context
Email format at Avise Financial
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*@mycgfinancial.com
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AeroLeads found 1 current-domain work email signal for Leighann Miko, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Leighann Miko, Cfp®
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 financially 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.
Listed skills include Financial Planning, Retirement Planning, Investments, Wealth Management, and 8 others.
Current workplace
Leighann Miko, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Avise Financial
8 roles
Leighann Miko, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder & Financial Advisor
CurrentWHAT WE OFFER-Financial Planning-To get where you want to go, you’ll need a custom roadmap that’s built strategically around your goals. We take a human-centered approach to financial planning, focusing more on you than your money. In this process, we will help you realign your financial mindsets and habits with your long-term vision, resulting in a more.
Jan 2017 - Present
Co-Founder & Co-Ceo
CurrentAvise is a collective that helps good-hearted financial advisors start and operate their own independent firms. Our platform makes it easy for quality advisors to offer good advice to more people by making it simple to launch and run an RIA. Visit avisefinancial.com to match with a genuine financial advisor or learn how we can help you own your ideal.
Nov 2023 - Present
Financial Advisor
Independent
- Consult with clients to determine financial needs.- Analyze, draft, edit, and deliver comprehensive financial plans.- Conduct comprehensive portfolio reviews to evaluate performance.- Research and analyze investment options to develop customized financial strategies.- Implement and monitor investment strategies.- Develop relationships in the community to.
Sep 2015 - Oct 2016
Financial Planning Specialist
Frederich Family Wealth Advisors
- Produce comprehensive financial plans in cooperation with financial advisors. - Perform regular assessments of client goals and resources in relation to their financial plan. - Maintain annual financial planning and review cycle for planning clients within the practice. - Perform portfolio analysis, - Prepare proposals for plan driven recommendations.
Jul 2012 - Jun 2015
Associate Financial Planner
- Create financial plans and presentations by gathering, organizing and synthesizing client data within a financial planning context. - Perform regular assessments of client goals and resources in relation to their financial plan. - Collaborate with advisors to review and modify model portfolios and the investment policy statements.- Evaluate and implement.
Jun 2010 - Jun 2012
Paraplanner
Brentwood Advisory Group, Llc
Worked closely with the CFP® to assist in the development of strategies for clients by managing client administration and collaborating on financial planning and investment management. Responsibilities included preparation of financial plans for client meetings, performing portfolio evaluations and making investment recommendations to the CFP® based on the.
Jan 2007 - Jun 2010
Student Assistant
Researched a wide range of statewide issues in the Communications office as well as prepared and distributed newspaper articles of interest to Treasurer’s executive staff. Assisted the California Tax Credit Allocation Committee on various projects including compliance monitoring of participants in the Low-Income Housing Tax Credit Program. Researched and.
Jan 2006 - Jan 2007
3 education records
Leighann Miko, Cfp® education
Master Of Science (M.S.), Taxation
California State University, Northridge
Certificate In Personal Financial Planning
Ucla
Bachelor Of Science (B.S.), Business Administration - Financial Services Option
California State University, Northridge
FAQ
Frequently asked questions about Leighann Miko, Cfp®
Quick answers generated from the profile data available on this page.
What company does Leighann Miko, Cfp® work for?
Leighann Miko, Cfp® works for Avise Financial.
What is Leighann Miko, Cfp®'s role at Avise Financial?
Leighann Miko, Cfp® is listed as Co-Founder and Co-CEO at Avise Financial.
What is Leighann Miko, Cfp®'s email address?
AeroLeads has found 1 work email signal at @mycgfinancial.com for Leighann Miko, Cfp® at Avise Financial.
What is Leighann Miko, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 310 for Leighann Miko, Cfp® at Avise Financial.
Where is Leighann Miko, Cfp® based?
Leighann Miko, Cfp® is based in Los Angeles Metropolitan Area, United States, United States while working with Avise Financial.
What companies has Leighann Miko, Cfp® worked for?
Leighann Miko, Cfp® has worked for Avise Financial, Equalis Financial, Independent, Frederich Family Wealth Advisors, and Silver Oak Wealth Advisors, Llc.
How can I contact Leighann Miko, Cfp®?
You can use AeroLeads to view verified contact signals for Leighann Miko, Cfp® at Avise Financial, including work email, phone, and LinkedIn data when available.
What schools did Leighann Miko, Cfp® attend?
Leighann Miko, Cfp® holds Master Of Science (M.S.), Taxation from California State University, Northridge.
What skills is Leighann Miko, Cfp® known for?
Leighann Miko, Cfp® is listed with skills including Financial Planning, Retirement Planning, Investments, Wealth Management, Finance, Financial Advisory, Portfolio Management, and Asset Allocation.
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