Arielle Louise Bittoni

Employer firm

Good Balance Fp LLC CRD 324354

$33.9M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 04/2017
  Hilltop Securities Inc.
  Dallas, TX
• 04/2017 → 06/2020
  Massmutual Life Insurance Company
  Los Angeles, CA
• 04/2017 → 06/2020
  Mml Investors Services
  Los Angeles, CA
• 06/2020 → 01/2023
  Refresh Investments
  Santa Monica, CA
• 12/2022 → Present
  Good Balance Fp Llc
  Los Angeles, CA

Previous Registrations

• 2020-06-26 → 2023-02-01
  Refresh Investments
  Santa Monica, CA
• 2017-05-18 → 2020-07-10
  Mml Investors Services, Llc
  Los Angeles, CA

Other Businesses

2) NAME: BITTONI ARCHITECTS INV REL: N ADD: LOS ANGELES, CA; NATURE: OFFICE MANAGEMENT AND CONSULTING FOR MY HUSBAND'S FIRM POSITION: CONSULTANT START DATE: 1/1/17 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 1

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-12-19

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Arielle Louise Jacobs