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About Satori Financial

Financial guidance that feels like an exhale.
I help entrepreneurs build clarity, confidence, and calm around their finances—so they can stop avoiding the numbers and start making aligned, intentional decisions.

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Meet Arielle

CPA, former CFO, and founder of Satori Financial

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Hi, I’m Arielle—founder of Satori Financial and former Chief Financial Officer at Walker & Dunlop Investment Partners, a registered investment advisor under the Walker & Dunlop (NYSE: WD) umbrella. WDIP is a private equity real estate firm with over $6B in assets under management and $2B in limited partner capital, serving institutional investors across a diverse portfolio of debt and equity strategies.

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For more than a decade, I’ve led at the highest levels of finance—overseeing accounting, finance, treasury, FP&A, audit, tax, and both RIA and SEC compliance. I directed operations across six investment funds, nine separately managed accounts, three REITs, and a community of more than 1,000 limited partners.

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I oversaw financial operations for a firm that reached $25M in annual revenue, managing complex equity and debt structures, carried interest, and advanced fund models involving multi-tiered waterfalls. I helped launch my firm’s first private Debt Fund, which deployed over $500M in its first few months. I’ve supported M&A transactions, led IPO readiness and SOX implementation, safeguarded client assets during a banking crisis, and built audit-ready systems trusted by boards, Big Four auditors, the SEC, and institutional investors alike.

Before entering the private equity world, I spent four years in public accounting, where I focused on tax services for high-net-worth clients and multistate corporations, followed by three years at a Fortune 500 logistics company with over $5B in annual revenue—supporting SEC reporting, M&A accounting, and internal controls.

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Unlike many fractional CFOs, I’m not just an expensive bookkeeper—I’m your credentialed partner. I’ve held the CFO title, scaled high-performing teams with 0% turnover, and maintained an active CPA license for over a decade. I bring the same technical rigor and financial clarity to purpose-driven entrepreneurs that I once brought to billion-dollar capital partners.

Originally from the Midwest, I moved to Denver in 2018 in search of more sun and a more active lifestyle. Today, I live in the City Park neighborhood with my partner and our two rescue pups. When I’m not deep in a financial model, I’m hiking, practicing Himalayan Kriya Yoga, reading Jungian psychology, or planning my next trip—ideally to Porto, where the rhythm of life reminds me how ease and excellence can coexist.

Credentials & Expertise

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Top Private Equity Executive by Denver Biz Journal ('23 & '24)

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12+ years in public accounting, Fortune 500 logistics, and private equity real estate

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Active AICPA and WICPA member for 10+ years

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Built and managed high-performing teams with zero turnover in 6+ years

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Licensed CPA
(Since 2014)

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BBA in Accounting & Finance, University of Wisconsin–

Green Bay

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Mission & Values

Financial support should feel as intentional as the business you're pouring your heart into.

My mission is to provide a clear, compassionate financial strategy that helps entrepreneurs lead with confidence—without overwhelm, shame, or confusion. I bring grounded expertise to support purpose-driven growth, so your business can thrive in a way that’s sustainable, values-aligned, and empowering.

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Grounded Values That Guide My Work:

✓  Clarity over confusion

✓  Integrity over shortcuts

✓  Strategy over guesswork

✓  Empowerment over fear

✓  Partnership over transactions

Your numbers should tell a story—and I’m here to help you write it well.

Who I Work With

Satori Financial is for entrepreneurs who lead with heart and vision—founders, creatives, and practitioners who care deeply about their work but feel overwhelmed when it comes to the financials.

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If you’re building something beautiful but tired of doing it all alone, you’re in the right place.

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I partner with:

Conscious Founders

Business owners building values-aligned companies who want clarity and control without losing their soul.

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Wellness Practitioners & Healers

Professionals who offer presence and transformation, now seeking financial structure that honors their gifts.

Creative Entrepreneurs

Visionaries, designers, and makers who need clean books and calm guidance—without compromising their flow.

Growing Teams

Established businesses ready for strategic support to sustain growth and scale with integrity.

What unites them?
They’re mission-driven, done with burnout, and ready for a financial partner who gets it—the work, the weight, and the why.

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Fun Facts About Arielle

Because numbers aren't the only thing I track…

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Best nitro cold brew in Denver? I’ve got you covered. I’ll also tell you the dog-friendliest patio to sip it on.

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Before client calls, I pause to breathe, meditate, and set an intention. I aim to listen with more than just my ears.

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My CFO sidekick is Birdie, a rescue blue pit bull mix. She makes sure I never skip a mid-day sun break or ball-throwing session.

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Born just after sunrise, I’ve got a Leo Sun and Rising. Translation: I’m here to shine—and help others feel safe shining too.

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Favorite book? The Power of Now by Eckhart Tolle—because presence is the ultimate ROI, both in business and in life.

“Who looks outside, dreams; who looks inside, awakens.”

- Carl Jung

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Ready to Start The Conversation?

You don’t have to figure it all out alone. Whether you’re just starting to explore financial support or you’re ready for a partner who can help you scale, I’m here to help.

satori /səˈtôrÄ“/ noun

A Japanese Buddhist term meaning “awakening” or deep understanding. In Zen tradition, it refers to a moment of clarity—seeing into your true nature.

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Empowering entrepreneurs with clear books, confident tax moves, and steady financial leadership. Providing clarity, confidence, and growth - without the overwhelm.

Get In Touch

Email: arielle@satori-financial.com

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Based in Denver, CO.

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