Gavin L. DiStasi

Gavin L. DiStasi's picture

CDFA®, CES

Financial Advisor
Certified Divorce Financial Analyst®
Certified Estate & Trust Specialist

Prior to co-founding Topel & DiStasi Wealth Management, Gavin was an Associate Financial Advisor with Ameriprise Financial Services, Inc. where he began his career in the financial services industry in 1999 as a paraplanner.

Gavin’s journey to becoming a financial advisor was not a typical one. He was trained as a classical musician at the prestigious New England Conservatory of Music before accepting an invitation to tour with the avant-garde jazz quartet, Marshall Arts, in 1992. He spent the next eight years touring the world and performing as a professional musician in venues ranging from the Istanbul Open Air Theater to Madison Square Garden with such artists as The Black Crowes, Phil Lesh and The Charles Mingus Big Band.

A chance offer from Gavin's childhood friend, Jarrett Topel, revived a lifelong fascination with finance and led him to the financial services industry in 1999 where he began his second career at what was then American Express Financial Advisors. In 2003 he and Jarrett branched out to run their own franchise of American Express Financial Advisors, which was later spun off and re-branded as Ameriprise Financial Services, Inc. Since then, he has continued to expand his expertise, earning the BCE™ (board certification in estate planning) designation from the Institute of Business & Finance while maintaining client relationship duties as well as directing business development and investment management strategies at the firm.

Gavin holds CA Insurance and FINRA Series 7 and Series 66 securities licenses. Over the years he has taught numerous financial planning, investment and risk management courses at a variety of community-based organizations throughout the Bay Area.

Currently, Gavin lives with his wife Tracy and children Nicolas and Ava in the Elmwood neighborhood of Berkeley where he was born and raised.

 

CA Insurance Lic#0E05175

Contact