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
- 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 important transitions or growing complexity in their financial lives. I focus on partnering with::
- Attorneys and executives balancing career growth with personal priorities
- Couples coordinating multiple retirement accounts, pensions, and investments
- Women managing inherited wealth or seeking a trusted partner for decisions
- Planning and saving for retirement, education, and long-term goals
- Integrating tax planning with investment management
- Aligning money decisions with values and lifestyle
Additional Information
The clients I work with are thoughtful and accomplished, often balancing demanding careers and family responsibilities. Many have managed a lot on their own, but want clarity, reassurance, or guidance from someone who understands both the numbers and what matters most to them.
My role is to bring order and perspective. Together we sort through the details, organize what matters most, and create a plan that supports the life you want for yourself and your family. The process is thoughtful, collaborative, and designed to bring greater ease to your financial decisions.
For more than 20 years I have worked in the investment industry, earning both the CFA® charter and the CFP® designation. This experience allows me to bring the technical rigor clients expect, along with the empathy and perspective that help financial planning feel approachable and meaningful. I see my role as not just building a plan, but helping you feel more connected and supported in the process.
If you would like to explore whether we might be a good fit, you are welcome to schedule an introductory call:
https://calendly.com/goodbalancefp/30min
NAPFA Start Date
July 10, 2020
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