Skip to content
Topel & DiStasi Wealth Management
  • Newsroom
  • Our Services
  • About
  • Contact
  • My Account
  • Resources

Resources

TDWM Form CRS

Form CRS 03.07.2024

TDWM Form ADV Part 2A

TDWM – Form ADV Part 2A – 03.12.2026

TDWM Privacy Policy

TDWM – Privacy Policy.pdf

Planning Profile

TDWM_ClientProfile.pdf

3 Steps Towards Financial Independence

3 Steps Towards Financial Independence.pdf

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.

Topel & DiStasi Wealth Management, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Topel & DiStasi Wealth Management, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

2907 Claremont Ave, #111
Berkeley, CA 94705

  • X
  • LinkedIn
  • Instagram
  • Facebook

Phone: 510.898.1270
Fax: 510.898.1604

© 2026 Topel & DiStasi Wealth Management | Design by Nicolas DiStasi, Development by HelloAri
  1. Episode 109: The Market Crash is Coming - Someday 6:49
  2. Episode 108: Money Can't Buy Happiness 8:44
  3. Episode 107: The Myth of The Stock Pickers Market 7:56
  4. Episode 106: When Strong Markets Breed Confidence - Beware! 7:50
  5. Episode 105: Start the New Year Right 7:24
  6. Episode 104: Thankful 4:55
  7. Episode 103: What Pickleball Can Teach Us About Investing 6:42
  8. Episode 102: Socially Responsible vs Traditional Investing 8:46
  9. Episode 101: Back to School, Back to College Savings Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 10:28
  10. Episode 100: Volatility is Still Not Risk Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:41
  11. Episode 99: Investing is like gardening - So, let it grow Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 5:27
  12. Episode 98: Investing 101 - The Basics Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 6:38
  13. Episode 97: Predict Less, Plan More Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:34
  14. Episode 96: Strategies for Investing in Volatile Markets
  15. Episode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile
  16. Episode 94: Monday Blues
  17. Episode 93: Maxing Out For 2025
  18. Episode 92: The Time Is Now
  19. Episode 91: Why Should I Hire A Financial Planner
  20. Episode 90: Life Transitions
  21. Episode 89: How Much House Can You Afford
  22. Episode 88: Do Presidential Elections Impact Your Investments
  23. Episode 87: Stock Splits 2.0
  24. Episode 86: Why Should I Hire a Financial Advisor
  25. Episode 85: How To Take Advantage Of Low Income Years
  26. Episode 84: Converting 529 Plan Balances To A Roth IRA
  27. Episode 83: Common Questions
  28. Episode 82: The New FAFSA
  29. Episode 81: Five Common Investing Mistakes