“I’m not looking to help Tom and Nancy buy their fourth home and new yacht.”
Registered Life Planner® Leighann Miko, CFP® is interviewed in an article by The Wall Street Journal about personal financial advisors focused on charitable giving. Leighann founded Equalis Financial in 2016 with a focus on LGBTQ+ creatives and “people with large inheritances who want to give away most of their money.”