Equalis Financial Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Equalis Financial is an independent, fee-only financial services firm with offices in Los Angeles, California and Portland, Oregon. It provides financial planning, business management, and investment management services designed to help clients achieve financial stability in a market that can be volatile for creative careers. The firm targets thoughtful, ambitious professionals, placing a special emphasis on LGBTQ+ creatives in the entertainment industry and on serving underserved segments of the market.

Founded by a member of the LGBTQ+ community, Equalis frames its work as bridging planning with creative careers to balance the financial playing field. The firm operates as a small, regional practice with locations in Los Angeles and Portland, delivering personalized financial planning, business management, and investment management services to its niche client base.

Find Equalis Financial employees' phone numbers or email addresses

Equalis Financial Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Equalis Financial's Leadership

  • Stylized image of a person
    K. S.
    Vice President Of Financial Planning
    Phone icon

Equalis Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Equalis Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. S.
    Vice President Of Financial Planning
    Phone icon
    Feb 19, 2026

Frequently Asked Questions

What is Equalis Financial known for?

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Equalis Financial was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in Los Angeles, California United States. Explore Equalis Financial's company overview page for more information.

What is Equalis Financial's most common email format?

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Equalis Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equalis Financial email formats with LeadIQ.

How many employees does Equalis Financial have currently?

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Equalis Financial has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Equalis Financial's key employees and leadership?

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As of May 2026, Equalis Financial's key employees include:

  • Vice President Of Financial Planning: K. S.

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