Topel & DiStasi Wealth Management

About Topel & DiStasi Wealth Management

Topel & DiStasi Wealth Management 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 their 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.

Services

Financial Planning Investment Management Retirement Planning Socially Responsible Investing Divorce Planning Cash-Flow Analysis Budgeting Investment Analysis Tax Planning Employee Benefits Education Planning Insurance/Risk Management Estate Planning Charitable Giving Strategies Customized Portfolio Analysis & Construction Personalized Risk-Tolerance Assessment Regular Portfolio Rebalancing & Review Tax Sensitivity Consideration 401(K) And Other Workplace Retirement Plan Analysis & Management Stock Option & Concentrated Stock Position Strategies Socially Responsible & Impact Investing 529 Plan & Other Education-Savings-Plan Analysis And Management Donor-Advised Fund And Other Charitable Giving Strategies