Arielle Bittoni (BA, CFA, CFP®)

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

AUM

Corporate Executives

High Net Worth Client Needs

Retirement Plan Investment Advice

Socially Responsible Investments

Women's Financial Planning Issues

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.

Additional Information

I specialize in working with professional women who:

Want to create and live their best financial life

Have little time to manage their own investments and are seeking a trusted partner

Are looking for an advisor that shares their values and appreciate their challenges

As women we communicate and approach financial decisions in a different way. We create an environment where women can become more connected, engaged, and interested in their finances.