Arielle Bittoni (BA, CFA, CFP®)

Planning Specialties

I’ve spent my entire career in the financial industry and absolutely love it. I worked at large investment firms where it was a constant adrenaline rush with little down time, which taught me that my success as a wife, mother, and professional was heavily dependent on having the ‘right’ people around me. So when I became a financial advisor, I was proud to be that ‘right’ person.

To my disappointment I realized the industry has greatly underserved women, and even I was guilty of making compromises along my journey to adjust to a relentless and demanding culture. It was time to start doing things differently. I began to dig deeper, and discovered a passion to serve women and families looking for a better financial experience. I was not going to conform to a competitive culture focused on material success, and would instead commit myself to building deep relationships with clients where I appreciate their challenges and share their values.

My purpose as an advisor today is to create a collaborative environment where women can comfortably engage in discussions about their financial futures, so they can feel secure, smart, and confident about their decisions with their money.