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.

Let's Discuss Your Goals
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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.

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retired friends travel abroad
a grandfather spends his retirement with his grandchild

Financial Solutions for Every Aspect of Life

These are just some of the services we offer.

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Financial Planning

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Investment Management

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Retirement Planning

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Socially Responsible Investing

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Divorce Financial Planning

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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

Topel & DiStasi Wealth Management

Episode 110: FOMO and Investing

In this episode we discuss the dangers of emotional investing due to fear of missing out
an image of various United States Savings Bonds

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...
a group of employees discussing retirement plans at a young age, over coffee in the office

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...
Topel & DiStasi Wealth Management

Episode 109: The Market Crash Is Coming – Someday

In this episode we discuss market corrections
Topel & DiStasi Wealth Management

Episode 108: Money Can’t Buy You Happiness

In this episode we explore the relationship between money and hapiness
a retired couple stacking coins atop one another, symbolizing how to retire well

The ABCs of RMDs

Required Minimum Distributions, or RMDs, are one of those areas of financial planning that seem simple on the surface but...
Newsroom
  1. Episode 106: When Strong Markets Breed Confidence - Beware! 7:50
  2. Episode 105: Start the New Year Right 7:24
  3. Episode 104: Thankful 4:55
  4. Episode 103: What Pickleball Can Teach Us About Investing 6:42
  5. Episode 102: Socially Responsible vs Traditional Investing 8:46
  6. Episode 101: Back to School, Back to College Savings Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 10:28
  7. Episode 100: Volatility is Still Not Risk Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:41
  8. Episode 99: Investing is like gardening - So, let it grow Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 5:27
  9. Investing 101 - The Basics Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 6:38
  10. Predict Less, Plan More Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:34
  11. Strategies for Investing in Volatile Markets 9:21
  12. Dividends are worthless, but perhaps, still worthwhile 6:47
  13. Monday Blues 8:10
  14. Maxing Out for 2025 8:52
  15. The Time Is Now 9:00
  16. Why Should I Hire a Financial Advisor 8:52
  17. Life Transitions 8:16
  18. How Much House Can You Afford 7:59
  19. Do Presidential Elections Move Markets 7:50
  20. Stock Splits 2.0 5:15
  21. Why should I Hire A Financial Planner 8:57
  22. How to Take Advantage of Low Income Years 9:09
  23. Converting 529 Plan Balances to a Roth IRA 5:46
  24. Common Questions.. 10:42
  25. The New FAFSA 7:41
  26. Five Common Investing Mistakes 8:41