Topel & Distasi Wealth Management, LLC

Jarrett Topel is a CFP® with 26 years of industry experience. He is a principal at Topel & DiStasi Wealth Management, LLC, where he has worked since 2017, following eight years at LPL Financial. In addition to his advisory role, he dedicates part of his time to non-variable insurance, including long-term care and group health. Topel & DiStasi Wealth Management serves individual and high-net-worth clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages approximately $300 million on a discretionary basis, employing model allocations that range from conservative to aggressive and offering broad financial planning services beyond typical retail offerings.

Nancy Cooper is a financial advisor at Topel & DiStasi Wealth Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Deyoe Wealth Management, Inc and LPL Financial LLC. Outside of financial advising, she is also an independent insurance agent. Topel & DiStasi Wealth Management serves individual and high-net-worth clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages approximately $300 million on a discretionary basis, offering portfolios that include stocks, bonds, ETFs, options, mutual funds, and private securities, and provides broad financial planning services that cover retirement, estate, charitable, tax, and corporate matters.

Gavin Distasi is a financial advisor with Topel & DiStasi Wealth Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at LPL Financial from 2009 to 2017 before joining his current firm. Outside of his advisory role, he is an associate member and steering committee participant of Collaborative Practice East Bay, which provides education and outreach on alternative dispute resolution for divorcing couples. He also occasionally plays music. Topel & DiStasi Wealth Management serves individual and high-net-worth clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages portfolios on a discretionary basis using model allocations ranging from conservative to aggressive, and offers broad financial planning services including retirement, estate, charitable, corporate, and tax planning.