Topel & DiStasi Wealth Management
Jarrett Topel is a financial advisor located in Berkeley, CA with over 20 years of experience in financial services. He brings a vast wealth of knowledge and expertise in delivering personalized financial planning and investment strategies to clients.
In his work as a financial advisor, Jarrett strives to help clients more fully enjoy the lives they have worked hard to build, by providing a partner in their journey towards financial independence.
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.
A lifelong Bay Area resident, Jarrett currently lives in Oakland, CA with his wife and two children.
BS, Business Administration, San Francisco State University
MS, Financial Planning, Golden Gate University
Assets Under Management:
For advisory services and disclosure information, please visit our website www.td-wm.com
The length of the weekend has nothing to do with stock market performance.
Great Idea...but, unfortunately, no, you cannot.
Yes, this is a bad idea for everyone involved (you, your sister, and your other siblings). Your sister should put explicit instructions in her will (or other estate planning documents) detailing exactly what she wants to happen if/when she dies. Telling you to do this verbally, with nothing in writing, is a recipe for disaster.
No, unfortunately, taxes paid on dividends (reinvested or not) do not count as part of your cost basis.