Topel & DiStasi Wealth Management

Berkeley, United States

5

2 reviews

Contacts

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Telephone:
+1 510-898-1270
Website:
td-wm.com
Address:
2907 Claremont Ave Ste 111, Berkeley, CA, 94705
b/t Belrose Ave & Russell St
Claremont
Nearby public transportation stops & stations:
0.5 miCollege Av & Ashby Av
0.5 miCollege Av & Russell St
0.5 miCollege Av & Webster St
Categories:
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Today

Today –
Local time (Berkeley) 9:04 PM Saturday, June 14, 2025

Business hours

Monday 9:00 am – 5:00 pm
Tuesday 9:00 am – 5:00 pm
Wednesday 9:00 am – 5:00 pm
Thursday 9:00 am – 5:00 pm
Friday 9:00 am – 5:00 pm
Saturday –
Sunday –

Description

Specialties

Financial Planning, Investment Management

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2 reviews of Topel & DiStasi Wealth Management

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Place rating: 5
Berkeley, CA
As a small business owner in Berkeley and a father of two children, I couldn’t be happier with Topel and DiStasi with managing my assets. It’s a good feeling too know that my money is being well looked after… They provided a clear and concise plan of managing money and have stuck to it even during the inevitable ups and downs of the market. I would recommend their service to anyone.
Place rating: 5
Berkeley, CA
Gavin & Jarrett make a great team. They are knowledgeable and trustworthy. Not only do they do a great job of managing my money and providing me with sound advice, they are proactive and check in with me on a regular basis. They have my best intentions in mind and I feel like they genuinely care about me. I highly recommend Topel & Distasi Wealth Management.