Welcome!
I’m Excited to Meet you!

Balancing is More Than Just Your Investment Portfolio …

Understanding “why” money is important to you is the foundation of our work together. Your heart and soul defines the purpose of your money which is critical to the plan that will best serve you. My goal is to deliver financial peace of mind so you have the liberty and freedom to focus on the true passions in your life.

Arielle Jacobs-Bittoni, CFA, CFP®

Founder, Good Balance Financial Planning, LLC

Education & Credentials

  • Bachelor of Science in Applied Mathematics, UC Berkeley

  • Bachelor of Science in Economics, UC Berkeley

  • Chartered Financial Analyst

  • CERTIFIED FINANCIAL PLANNER™

Experience

  • Managing Partner, Refresh Investments

  • Financial Advisor, Capstone Partners

  • Director, Fixed Income Sales & Trading, Hilltop Securities

  • Executive Director, Fixed Income Sales & Trading, Oppenheimer & Co.

  • Vice President, Institutional Sales, E.J. De La Rosa & Co.

  • Senior Vice President, Structured Finance, Countrywide Securities Corporation

Community

My Story

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.

I currently live in Los Angeles with my architect husband and two energetic sons.  Outside of work I enjoy going for nature walks, listening to podcasts about women who want to change the world, taking bar method classes, cooking exotic meals, and spending time with family and friends.

Leverage a Team of Industry Experts

+

When you partner with us, you’re supported by a diverse team of resources and specialists from our network of expert providers.

Good Balance FP is a proud member of Buckingham Strategic Partners, a comprehensive wealth management platform enhancing the holistic financial advice you receive.

Our Partners