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Arielle Louise Bittoni

Arielle L. Bittoni

GOOD BALANCE FP
LOS ANGELES, CA 90025
Some features on this profile are disabled
CRD#: 4706290
Arielle Louise Bittoni
Arielle Louise BittoniGOOD BALANCE FP

Professional summary

Arielle Louise Bittoni, CFP®, who also goes by Arielle Louise Jacobs, is a registered financial advisor currently at GOOD BALANCE FP LLC located in Los Angeles, California.

Arielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Arielle has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Life Transitions
Tax Planning
Estate Planning
Insurance Planning
Budgeting
Divorce Planning
Long-term Care
Retirement Planning
Inheritance
Retirement Income Management
Education Planning
Employee and Employer Plan Benefits
Comprehensive Financial Planning
Investment Planning

Specializations

AUM
Fixed Fee (Subscription
Retainer
etc.)
High Net Worth Client Needs
Retirement Plan Investment Advice
Socially Responsible Investments
Women's Financial Planning Issues

Biography

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.

Aliases

Arielle Louise Jacobs

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arielle Louise Bittoni's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

January 31, 2023 - Present

GOOD BALANCE FP LLC

Office #1: 11755 Wilshire Blvd, Los Angeles, CA 90025
RIA
CRD#: 324354
LOS ANGELES, CA
Past

June 26, 2020 - February 1, 2023

REFRESH INVESTMENTS

RIA
CRD#: 297146
SANTA MONICA, CA
Past

May 18, 2017 - July 10, 2020

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
LOS ANGELES, CA
Past

May 11, 2017 - July 10, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LOS ANGELES, CA
Past

June 6, 2016 - April 26, 2017

HILLTOP SECURITIES INC.

BD
CRD#: 6220
ENCINO, CA
Past

March 10, 2014 - June 10, 2016

OPPENHEIMER & CO. INC.

BD
CRD#: 249
LOS ANGELES, CA
Past

December 22, 2008 - March 24, 2014

E.J. DE LA ROSA & CO., INC.

BD
CRD#: 25334
LOS ANGELES, CA
Past

November 19, 2003 - September 9, 2008

COUNTRYWIDE SECURITIES CORPORATION

BD
CRD#: 10598
CALABASAS, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/31/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 12/19/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/2003
General Securities Representative Examination

Current Firm

GB
GOOD BALANCE FP LLC
GOOD BALANCE FP LLC

CRD#: 324354 / SEC#:

California
Registered Investment Advisory firm - (1/31/2023 Approved)
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Contact information

Main Address
500 S Sepulveda Boulevard Suite 400, Los Angeles, CA 90049
Mailing Address
Phone number
(310) 881-6650
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts57
AUM (Assets Under Management)$ 24,817,468

Red Flags

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Company Information

GOOD BALANCE FP LLC

CRD#: 324354Los Angeles, CA 90025

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