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Delivering Financial Planning and Investment Management services to clients in Berkeley, Oakland and the Greater Bay Area for over 20 years. Contact us to see how Topel & DiStasi Wealth Management can provide you with a partner on your journey towards financial independence.
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Retiring Abroad: Things to Consider Before Making the Leap
In recent years, an increasing number of Americans have been choosing to retire abroad, seeking a blend of adventure, lower…
Topel & DiStasi Wealth Management Nominated for “Best of Oakland” award!
We are excited to announce that we’ve been nominated for the “Best of Oakland Magazine” awards in the ‘Best Financial…
Episode 86: Why Should I Hire A Financial Advisor
In this episode we discuss the pros and cons of hiring a professional money manager
Episode 85: How To Take Advantage Of Low Income Years
In this episode we discuss tax planning strategies for low income years
Gavin’s Summer Reading List (2024)
Now that tax season has concluded and the weather has finally started to improve, I find myself looking towards another…