Arielle Bittoni (BA, CFA, CFP®)

Additional Information

My entire career has been rooted in the financial industry, and I’ve absolutely loved the journey. Early on, I worked at large investment firms where the fast pace and constant adrenaline rush shaped me both personally and professionally. But it also taught me a powerful lesson: my success as a wife, mother, and professional relied on having the right people around me. That realization became my guiding principle when I became a financial advisor—I wanted to be that right person for others.

However, it didn’t take long to see how deeply the industry has underserved women. Even I found myself making compromises to navigate a culture that prioritized relentlessness over balance. I realized it was time to do things differently. I wanted to create a better financial experience for women and families—one that valued relationships, empathy, and shared values over mere competition or material success.

Today, my purpose as an advisor is clear: I strive to provide a collaborative and supportive space where women feel confident discussing their financial futures. My goal is to help my clients feel secure, informed, and empowered to make decisions that reflect their values and aspirations.