Arielle L. Jacobs-Bittoni

Credentials:
  • CFA®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Charitable Giving, Estate Planning, Financial Education

Languages: English

Arielle is a financial advisor whose practice focuses on working with families, business owners, and partnerships in the areas of retirement planning, investments, insurance, wealth transfer, and executive benefits. She works closely with clients to determine their financial goals and develop customized plans to achieve them.

Her experience stems from over 17 years of working in the financial services industry. Prior to joining Capstone, Arielle was an Executive Director of institutional sales of fixed income products at E.J. De La Rosa & Co, Oppenheimer & Co, and Hilltop Securities. Prior to that she was SVP of structured finance at Countrywide Securities Corporation.

Arielle earned Bachelor of Science degrees in both Applied Mathematics and Economics from the University of California at Berkeley. She holds the Chartered Financial Analyst (CFA®) designation and FINRA Series 7 and 63 licenses. She is an active member of the CFA® society and its Women’s member community, and the Los Angeles Ellevate chapter.

Arielle is a Los Angeles native, married to her husband Mark Bittoni, and the proud mother of two boys. Outside of work, she enjoys volunteering at her son’s school, attending art galas, and spending time with family and close friends.

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Capstone Partners - Century City

Satellite Office

1888 Century Park East STE 150
Los Angeles, CA 90067

CRN202011-239003