Topel & Distasi Wealth Management, LLC

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Financial Planners in Berkeley, CA | Topel DiStasi Wealth Mgmt Financial Planners in Berkeley, CA What are your goals? We help our clients pursue their life goals through comprehensive wealth management and financial planning expertise. Let's Discuss Your Goals How can we get you there? Our financial advisors create and implement customized financial plans based on the proper understanding of our clientele's values, beliefs and priorities. Financial Solutions for Every Aspect of Life These are just some of the services we offer. Financial Planning Investment Management Retirement Planning Socially Responsible Investing Divorce Financial Planning 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 Episode 110: FOMO and Investing In this episode we discuss the dangers of emotional investing due to Fear of Missing Out May 28, 2026 2:55pm The Role of Bonds in a Growth Portfolio One of the biggest investing misconceptions I see today is the idea that every part of a portfolio should always... May 28, 2026 11:00am I Joined My Company 401(K) Plan…Now What? “I just joined my company 401(K) and I’m a little nervous because I’ve never run that far before” I recently... Apr 30, 2026 10:40am Episode 109: The Market Crash Is Coming Someday In this ep

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