Leighann Miko, CFP®

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Leighann Miko, CFP®

Leighann Miko, CFP®

@EqualisFP

Financial planner | Co-Founder Avise Financial | Founder Equalis Financial | LGBTQ+ creatives & progressives | Heirs redistributing wealth | LA & PDX | she/her

Los Angeles Katılım Kasım 2016
630 Takip Edilen1.1K Takipçiler
ROBERT SOFIA
ROBERT SOFIA@robertsofia·
I'm working on the agenda for #JoltConference 94 people have applied to speak, but I'm only impressed with 25% of them I'm looking for: 👉Talented people who rarely get the spotlight 👉New voices with unique perspectives 👉People who are experts at doing the actual work (not just selling their ideas to advisors) Know someone like that? Who do YOU want to hear from? Nominate speakers or apply here: 8jtrzkilj8h.typeform.com/to/hocBxwbo
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Leighann Miko, CFP®
Leighann Miko, CFP®@EqualisFP·
Looking for an estate planning attorney in Colorado who understands and supports the redistribution of inherited wealth. Is that you? 🤔 Do you know someone who may fit the bill? 🤞 Any tips or referrals are much appreciated 🙌
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Leighann Miko, CFP®
Leighann Miko, CFP®@EqualisFP·
@Zack_Hubbard1 This thread resonates so deeply, thank you for sharing 🙌🏻! 5/15 will be 3 years for me and it has been mind altering for sure! Congratulations 🥳
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Leighann Miko, CFP®
Leighann Miko, CFP®@EqualisFP·
Feeling the love today 🙌🏻 ❤️ my clients!
Leighann Miko, CFP® tweet media
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Max Schatzow
Max Schatzow@AdviserCounsel·
Any California-based investment advisers looking to hire/sponsor an advisor in the LA area? Current advisor thought he was on equity track and had agreement to receive equity, but it wasn't in writing. He is being forced out and RIA is trying to take his clients.
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ROBERT SOFIA
ROBERT SOFIA@robertsofia·
Financial advisors trying to serve clients, run a business, and do all their own marketing
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Leighann Miko, CFP® retweetledi
Torie Happe
Torie Happe@TorieHappe·
Is anyone looking to hire an entry level data or finical analyst? I have a new grad looking to get her start in our industry. Few highlights of this all ⭐️: 👩‍🎓 @UMich grad 💰 BA in Economics 🇺🇸 Currently active duty national guard Let me know happy to connect.
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Elena Krasnow
Elena Krasnow@elenaspeaking·
@EqualisFP That feels right from what I know about you 😇
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Elena Krasnow
Elena Krasnow@elenaspeaking·
I am an enneagram 4, wing 3. You? 👀
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Carl Richards
Carl Richards@behaviorgap·
It turns out, I'm actually not all that interested in projects where I know how things will turn out. What project are you working on right now that you're unsure of the outcome?
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Leighann Miko, CFP®
Leighann Miko, CFP®@EqualisFP·
Last year I added a question to my @Calendly booking page… “Do you have a need for any accommodations during this call?” Most folks answer “no” or “no, but thanks for asking.” This is why… accessibility matters! Consider doing the same, who knows who you’ll reach.
Leighann Miko, CFP® tweet media
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