Financial Planners in Berkeley, CA
What are your goals?
We help our clients pursue their life goals through comprehensive wealth management and financial planning expertise.
How can we get you there?
Our financial advisors create and implement customized financial plans
based on the proper understanding of our clientele's values, beliefs and priorities.
Financial Solutions for Every Aspect of Life
These are just some of the services we offer.
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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.
Newsroom
Episode 111: Be Tax Smart, Not Tax Scared
In this episode we discuss tax considerations for retirement savings
Episode 110: FOMO and Investing
In this episode we discuss the dangers of emotional investing due to Fear of Missing Out
The Role of Bonds in a Growth Portfolio
One of the biggest investing misconceptions I see today is the idea that every part of a portfolio should always...
I Joined My Company 401(K) Plan…Now What?
“I just joined my company 401(K) and I’m a little nervous because I’ve never run that far before” I recently...
Episode 109: The Market Crash Is Coming – Someday
In this episode we discuss market corrections