We provide these services and more:
As seen on:
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
Do I Need Life Insurance?
Life insurance is an important financial tool that people often overlook, or neglect to even consider. This may be either…
Episode 92: The Time Is Now
In this episode we discuss why now might be the most important time for socially responsible investing
Lions and Tigers and Bears, Oh My!
I had a client say to me the other day, “Gavin, I know it’s never a good idea to try…
Episode 91: Why Should I Hire A Financial Planner
In this episode we discuss the reasons one might need to hire a financial planner
A Must Read for All Investors – “Stocks for the Long Run” by Jeremy Siegel
When it comes to investing in the stock market, there is one book that consistently stands out as a must-read:…
Episode 90: Life Transitions
In this episode we discuss approaching and managing big life transitions