Good Balance Financial Planning LLC
Good Balance Financial Planning LLC
My true purpose as a fiduciary advisor is creating a collaborative environment where you feel safe sharing your greatest desires and discussing your most pressing concerns. - Arielle Bittoni, CFA®, CFP®
Fee-Only financial planner serving dynamic women and couples throughout the Los Angeles, CA area, and across the country.
Arielle Bittoni is a Los Angeles, CA fee-only financial planner meeting with clients face-to-face or virtually.
Good Balance Financial Planning helps professional women, couples, and families with financial planning, investment strategies and management, and financial consulting.
As a fee-only, fiduciary, and independent financial advisor, Arielle Bittoni is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
05/02/23 - Arielle Bittoni was interviewed by FeeOnlyNetwork.com
What makes you or your firm particularly qualified to serve professional women?
As an advisor, I believe that discussing financial matters can be deeply personal, and that the best outcomes are often achieved when clients work with an advisor who they feel comfortable with. I can attest from my own experience that balancing a career, family, and personal life is a significant challenge for many professional women. This is why I am passionate about creating a safe environment for my clients where they can be vulnerable, and feel confident that their voice is being heard. My true purpose is to build meaningful relationships with my clients, offer them guidance, and provide them with the support they need to achieve success as they envision it.
What do you wish more people knew about the process of creating a financial plan?
I wish more people knew that financial planning goes far beyond analyzing spending and savings strategies. My firm’s focus is helping clients achieve their dreams. By acting as a sounding board, I guide clients to prioritize their actions and determine which goals can become realities. As the relationship transitions to ongoing planning, my role as an accountability partner is to help clients build a solid foundation for their wealth and see all that they have accomplished along the way. I firmly believe that financial planning is not just about money – it's about fulfilling clients' values and enabling them to live their best lives.
What do you think is the biggest mistake women make with their money?
Women often make the mistake of believing they have plenty of time to plan for their financial future. However, time is an invaluable asset when it comes to building wealth, and it's important to start early. Women face unique challenges which may include earning less and living longer than men. Additionally, unexpected life events can easily derail even the most well-laid financial plans. That's why it's critical to begin planning and investing early, even if it's a small amount, to establish a strong financial foundation that can support your future goals. Don't make the mistake of waiting too long to take action – start now and watch your wealth grow.
Just For Fun
Best purchase under $100? Vuori sweats
Favorite destination? Maui, Hawaii
Favorite non-office place to do work? In my garden
First job out of college? Financial litigation consultant
Arielle Bittoni is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Good Balance Financial Planning is a fee-only financial planning and investment management firm located in West Los Angeles, CA serving clients throughout the greater Los Angeles area and the United States. We offer financial advice for dynamic women and couples. As a fiduciary advisor, I am committed to creating an environment where you become more connected and in control of your financial life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Financial Planning for Women
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Professional Women
- Growing Families
- Law Firm Partners
- Sudden Money Situations
- Business Executives
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Arielle Bittoni is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Arielle Bittoni is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Arielle Bittoni is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Arielle Bittoni is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Arielle Bittoni is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Good Balance Financial Planning LLC is an Approved Dimensional Funds Advisor
Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Good Balance Financial Planning LLC is a Member of Buckingham Strategic Partners
We know there are thousands of advisory firms that claim to deliver great experiences for clients. There are also national-level firms delivering cookie-cutter experiences to their clients. Our vision combines the best of both worlds — to provide the personal experience to clients, supported by the broader resources of a larger firm. We believe this is the optimal path forward not just for us, but for all clients we serve.
Working with Buckingham Strategic Partners means a collaboration with an organization of industry experts, operations specialists and national thought leaders that helps our firm achieve more for our clients. By partnering with Buckingham, we have significantly more capabilities than many advisory firms that have large staff. We gain a team of professionals—advisors, investment analysts, operations experts and national thought leaders – all with the goal of enhancing the experience we’ve created for our clients.
Arielle Bittoni is Featured on the Fem X Advisor Podcast: "Breaking the Male-Dominated Mold"
Arielle Bittoni is Interviewed on the Elite Achievement Podcast: "Start Achieving Your Financial Goals"
Arielle Bittoni is Quoted in MarketWatch: "‘We cannot do that.’ 3 things NOT to ask your financial adviser to do for you"
Arielle Bittoni is Chapter Membership Lead for Ellevate Los Angeles Chapter
Arielle Bittoni is Co-Founder and Director of Programming for Collaborative Women in Investment Management
Arielle Bittoni is Mentioned on Business Wire: "Yieldstreet Partners with Collaborative WIM to Expand Opportunities for Women in Finance"
Arielle Bittoni is a Member of the CFA Society of Los Angeles and Chair of the Women's Advisory Council
Arielle Bittoni Named CFA Society Los Angeles Fall 2021 Volunteer of the Quarter
Arielle Bittoni is a Member of the Steering Committee for the Collaborative Women in Investment Management (WIM) Initiative
Arielle Bittoni is Quoted in Real Simple: "The Secret Way People Are Now Paying For Their Divorces"
Arielle Bittoni is Quoted in Real Simple: "The Inspiring Challenge That’s Helping Women All Over America Slash Their Spending"
Arielle Bittoni Presented "Get Smart About Investing" on Behalf of the Asian Pacific American Women Lawyers Alliance
Arielle Bittoni was a Panelest for the CFA Society of Los Angeles: "LEVERAGING THE CFA CHARTER AND FUTURE CAREER OPPORTUNITIES"
Arielle Bittoni is Quoted on Her Money: "5 FINANCIAL MOVES YOU NEED TO MAKE NOW TO GET YOUR HIGH SCHOOL SENIOR READY FOR COLLEGE NEXT YEAR"
Arielle Bittoni is Quoted in Real Simple: "This Is the Hidden Agenda in Too Much Money Advice—And it’s Detrimental to Women"
Arielle Bittoni is Quoted on Synchrony Bank: "Ask Millie: I Earn Double What He Does. How Do We Split the Bills?"
Arielle Bittoni Co-Teaches "Women, Wealth and Wisdom: Financial Management and Investing" at UCLA Extension
Contact Arielle Bittoni
11755 Wilshire Blvd.
Los Angeles, CA 90025