CERTIFIED FINANCIAL PLANNER™
With over 20 years of experience in the financial services industry, Jarrett brings a vast wealth of knowledge and expertise in delivering personalized financial planning and investment management strategies to our clients.
Prior to co-founding Topel & DiStasi Wealth Management, Jarrett worked in various capacities in the financial services industry, giving him a broad perspective of the complex issues clients face today. He began his professional career at Smith Barney in 1994, then moved on to tax consulting and tax preparation work for a small boutique firm, ConsulTax, in Oakland, CA. Jarrett joined American Express Financial Advisors in 1999, and started his own firm as a franchisee of American Express Financial Advisors in 2003. Later that year, Jarrett earned his CERTIFIED FINANCIAL PLANNER™ designation (CFP®) and, since then, has continued to expand his knowledge base and skills set through continuing education and the attainment of advanced degrees and professional designations.
Jarrett holds a Bachelor of Science degree in Business Administration/Finance from San Francisco State University, a Certificate in Personal Financial Planning from the University of California, Berkeley, and a Masters of Science in Financial Planning from Golden Gate University. Jarrett also holds a CA Insurance license.
Jarrett has taught financial planning and investment management classes at many local community centers, adult schools and public libraries, as well as at Golden Gate University in San Francisco, CA.
A lifelong Bay Area resident, Jarrett currently lives in Berkeley, CA with his wife Janine and their children Kayla and Julian.
CA Insurance Lic#0C99096
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