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

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.

Let's Start the Discussion

a family having dinner outside

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

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.

Let's Start the Discussion

We provide these services and more:

Financial
Planning

Investment
Management

Retirement
Planning

Socially
Responsible
Investing

Divorce
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

Episode 110: FOMO and Investing

By Gavin L. DiStasi

In this episode we discuss the dangers of emotional investing due to fear of missing out

The Role of Bonds in a Growth Portfolio

By Jarrett B. Topel

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?

By Gavin L. DiStasi

“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

By Jarrett B. Topel

In this episode we discuss market corrections

Episode 108: Money Can’t Buy You Happiness

By Gavin L. DiStasi

In this episode we explore the relationship between money and hapiness

The ABCs of RMDs

By Jarrett B. Topel

Required Minimum Distributions, or RMDs, are one of those areas of financial planning that seem simple on the surface but…

Episode 110: FOMO and Investing 9:32
Episode 109: The Market Crash is Coming - Someday 6:49
Episode 108: Money Can't Buy Happiness 8:44
Episode 107: The Myth of The Stock Pickers Market 7:56
Episode 106: When Strong Markets Breed Confidence - Beware! 7:50
Episode 105: Start the New Year Right 7:24
Episode 104: Thankful 4:55
Episode 103: What Pickleball Can Teach Us About Investing 6:42
Episode 102: Socially Responsible vs Traditional Investing 8:46
Episode 101: Back to School, Back to College Savings Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 10:28
Episode 100: Volatility is Still Not Risk Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:41
Episode 99: Investing is like gardening - So, let it grow Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 5:27
Episode 98: Investing 101 - The Basics Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 6:38
Episode 97: Predict Less, Plan More Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:34
Episode 96: Strategies for Investing in Volatile Markets
Episode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile
Episode 94: Monday Blues
Episode 93: Maxing Out For 2025
Episode 92: The Time Is Now
Episode 91: Why Should I Hire A Financial Planner
Episode 90: Life Transitions
Episode 89: How Much House Can You Afford
Episode 88: Do Presidential Elections Impact Your Investments
Episode 87: Stock Splits 2.0
Episode 86: Why Should I Hire a Financial Advisor
Episode 85: How To Take Advantage Of Low Income Years
Episode 84: Converting 529 Plan Balances To A Roth IRA
Episode 83: Common Questions
Episode 82: The New FAFSA
Episode 81: Five Common Investing Mistakes