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Jarrett Topel

CFP
Retirement, Investing, Lifestage Based Planning
89%
Helpful
102
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4
Articles
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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

All Articles
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April 2018
    Financial Planning, Estate Planning
February 2018
November 2017
    Real Estate, Retirement Living
June 2017
    Investing

All Answers
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    Debt, Pensions, 401(k), Asset Allocation
What should I do with the money in my savings account?
100% of people found this answer helpful

First, make sure you keep cash reserves (in the bank) of 3 - 6 months worth of living expenses (net of taxes and savings).  Second, pay-down/off any debt that is costing you five percent or more, starting with the highest interest rate loan(s). Finally, if there is still money left over, or when money become available in the future, that you don't need for cash reserves and don't need for the next 5 years (and hopefully longer), invest and stay invested no matter what happens in the markets.

May 2018
    IRAs, Taxes, Income Tax
Is it advantageous to convert a traditional IRA to a Roth IRA during a 50 percent market downturn?
100% of people found this answer helpful
June 2018
    Investing, Stocks
Can I buy and sell the same stock many times in one day?
100% of people found this answer helpful
June 2018
    College Tuition, Debt, 401(k)
Should I max out my 401(k) contributions or make principal payments on student loan debt?
100% of people found this answer helpful
July 2018
    Debt, Retirement, Investing, IRAs
As a senior in college, should I focus on investing into my Roth IRA, or save for my student loan debt?
100% of people found this answer helpful
July 2018