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Melissa Tovar
Director Of Client Experience at Equalis Financial
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Work Experience
Director Of Client Experience
Nov 2022 - Present · 2 years and 2 months
Account Manager
Jul 2021 - Feb 2023 · 1 years and 7 months
Production Assistant
Feb 2016 - Apr 2017 · 1 years and 2 months
Company Details
2-10 Employees
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.
Year Founded
2016
Social Media
Linkedin
Industry
Financial Services
HQ Location
Los Angeles, US
Keywords
Financial PlanningInvestment ManagementFinancial Life PlanningBusiness Management
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