Jarrett B. Topel

Jarrett B. Topel's picture

CFP®, MSFP

Partner
Certified Financial PlannerTM

With nearly 20 years of experience in the financial services industry, Jarrett brings a vast wealth of knowledge and expertise in delivering personalized financial consulting and investment management strategies to our clients.

Prior to co-founding Topel & DiStasi Wealth Management, Jarrett worked in various capacities in the financial services industry, giving him a broad perspective of the complex issues clients face today. He began his professional career at Smith Barney in 1994, then moved on to tax consulting and tax preparation work for a small boutique firm, ConsulTax, in Oakland, CA. Jarrett joined American Express Financial Advisors in 1999, and started his own firm as a franchisee of American Express Financial Advisors in 2003. Later that year, Jarrett earned his CERTIFIED FINANCIAL PLANNER™ designation (CFP®) and, since then, has continued to expand his knowledge base and skills set through continuing education and the attainment of advanced degrees and professional designations.

Jarrett holds a Bachelor of Science degree in Business Administration/Finance from San Francisco State University, a Certificate in Personal Financial Planning from the University of California, Berkeley, and a Masters of Science in Financial Planning from Golden Gate University. In addition, Jarrett holds CA Insurance and FINRA Series 7 and Series 66 securities licenses through LPL Financial.

Jarrett has taught financial planning and investment management classes at many local community centers, adult schools and public libraries, and is a current faculty member of Golden Gate University in San Francisco, CA.

A lifelong Bay Area resident, Jarrett currently lives in Oakland, CA with his wife Janine and their children Kayla and Julian.

 

CA Insurance Lic#0C99096

Contact