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Jarrett Topel

CFP
Retirement, Investing, Lifestage Based Planning
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“As a CERTIFIED FINANCIAL PLANNER, and co-founder of Topel & DiStasi Wealth Management, Jarrett Topel helps his clients pursue their life goals through prudent wealth management and financial planning expertise.”
Firm:

Topel & DiStasi Wealth Management

Job Title:

Financial Advisor

Biography:

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.

Education:

BS, Business Administration, San Francisco State University
MS, Financial Planning, Golden Gate University

Assets Under Management:

$83 million

CRD Number:

4046794

Insurance License:

#0C99096

Disclaimer:

For advisory services and disclosure information, please visit our website www.td-wm.com

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April 2018
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