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Arielle Bittoni (BA, CFA, CFP®)

Arielle Bittoni focuses in the
following client markets or areas of practice:

  • AUM
  • College/Education Planning
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

Many of my clients are navigating increasing complexity or important transitions in their financial lives. I often work with:

  • Attorneys and executives balancing demanding careers with personal priorities
  • Couples coordinating multiple retirement accounts, pensions, and investments
  • Women managing inherited wealth or looking for a trusted partner for decisions

I also help clients think through how to align their financial decisions with their values, integrate tax planning with investment strategy, and plan for long-term goals such as retirement and education.

Additional Information

The clients I work with are thoughtful and accomplished, often balancing demanding careers and family responsibilities. Many have managed a great deal on their own, but want a trusted partner to help them think through important financial decisions.

My role is to bring structure and perspective. Together, we sort through the details, prioritize what matters, and build a plan that supports the life you are creating for yourself and your family. The process is collaborative and designed to help you move forward with greater ease.

Many clients begin with financial planning before deciding whether to include investment management. There is no requirement to transfer your investments, which allows you to experience working together first.

I have spent more than 20 years in the investment industry and hold both the CFA® and CFP® designations. This experience allows me to bring the technical rigor clients expect, along with a thoughtful and approachable planning process.

If you would like to explore whether we might be a good fit, you are welcome to schedule a conversation:
https://calendly.com/goodbalancefp/30min

NAPFA Start Date

July 10, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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