Arielle Cfa
Founder & Wealth Advisor at Good Balance FP LLC | Los Angeles, California, United States
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Founder & Wealth Advisor at Good Balance FP LLC in February 2023 to Present
Chief Wealth Strategist at Refresh Investments LLC in June 2020 to January 2023
Financial Advisor at Capstone Partners Financial and Insurance Services in April 2017 to June 2020
Director, Institutional Sales and Research at Hilltop Securities Inc. in June 2016 to April 2017
Executive Director, Institutional Sales at Oppenheimer & Co. Inc. in March 2014 to June 2016
VP Institutional Sales at E.J. De La Rosa and Co in January 2010 to March 2014
SVP Fixed Income Trading at E.J. De La Rosa and Co in November 2008 to December 2009
SVP Structured Finance at Countrywide Securities Corporation in May 2003 to September 2008
Portfolio Analyst Associate at Countrywide Securities Corporation in October 2001 to May 2003
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Personal Financial Planning
Wealth Management Services
Financial Analysis
Investment Advisory
Financial Planning
Retirement Planning
Wealth Transfer
Investment Advisory Services
Insurance Planning
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What is Arielle Cfa email address?
Email Arielle Cfa at [email protected]. This email is the most updated Arielle Cfa email found in 2026.
How to contact Arielle Cfa?
To contact Arielle Cfa send an email to [email protected].
What company does Arielle Cfa work for?
Arielle Cfa works for Good Balance FP LLC
What is Arielle Cfa's role at Good Balance FP LLC?
Arielle Cfa is Founder & Wealth Advisor
What is Arielle Cfa's Phone Number?
Arielle Cfa's phone (213) ***-*201
What industry does Arielle Cfa work in?
Arielle Cfa works in the Financial Services industry.
Arielle Cfa Email Addresses
Arielle Cfa Phone Numbers
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