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Topel & DiStasi Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Topel & DiStasi Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Topel & DiStasi Wealth Management, LLC unless a client service agreement is in place.

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2907 Claremont Ave, #111
Berkeley, CA 94705

Phone: 510.898.1270
Fax: 510.898.1604

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  1. Episode 85: How To Take Advantage Of Low Income Years
  2. Episode 84: Converting 529 Plan Balances To A Roth IRA
  3. Episode 83: Common Questions
  4. Episode 82: The New FAFSA
  5. Episode 81: Five Common Investing Mistakes
  6. Episode 80: Thankful
  7. Episode 86: Why Should I Hire a Financial Advisor
  8. Episode 87: Stock Splits 2.0
  9. Episode 88: Do Presidential Elections Impact Your Investments
  10. Episode 89: How Much House Can You Afford
  11. Episode 90: Life Transitions
  12. Episode 91: Why Should I Hire A Financial Planner
  13. Episode 92: The Time Is Now