What departments does Topel & DiStasi Wealth Management have?

Topel & DiStasi Wealth Management has employees across 1 departments including Finance.

What is the largest department at Topel & DiStasi Wealth Management?

The largest department at Topel & DiStasi Wealth Management is Finance with 2 employees.

Where are Topel & DiStasi Wealth Management employees located globally?

Topel & DiStasi Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Topel & DiStasi Wealth Management's team size changed over time?

Topel & DiStasi Wealth Management's team has remained stable from approximately 2 to 2 employees based on available data.

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Topel & DiStasi Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Delivering Financial Planning and Investment Management services to clients in Berkeley, Oakland and the Greater Bay Area for over 20 years. Contact us to see how Topel & DiStasi Wealth Management can provide you with a partner on your journey towards financial independence.

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

Find Topel & DiStasi Wealth Management employees' phone numbers or email addresses

Topel & DiStasi Wealth Management Global Highlights

North America
4

United States Of America
4

Topel & DiStasi Wealth Management's Leadership

G. D.
Financial Advisor
Mobile Phone
Email
J. B. T.
Financial Advisor / Certified Financial Planner
Mobile Phone
Email

Topel & DiStasi Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Topel & DiStasi Wealth Management

Name

Title

Contact Info

Location

Last Update

G. D.
Financial Advisor
Mobile Phone
Email
United StatesCalifornia
May 22, 2025
J. B. T.
Financial Advisor / Certified Financial Planner
Mobile Phone
Email
United StatesCalifornia
Oct 23, 2024

Frequently Asked Questions

What is Topel & DiStasi Wealth Management known for?

Topel & DiStasi Wealth Management was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 2907 Claremont Avenue Suite 111 Berkeley, California 94705 United States; you can contact the main corporate office by phone at

+1-510-898-****

. Explore Topel & DiStasi Wealth Management's company overview page for more information.

What is Topel & DiStasi Wealth Management's most common email format?

Topel & DiStasi Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Topel & DiStasi Wealth Management email formats with LeadIQ.

How many employees does Topel & DiStasi Wealth Management have currently?

Topel & DiStasi Wealth Management has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Topel & DiStasi Wealth Management's key employees and leadership?

As of February 2026, Topel & DiStasi Wealth Management's key employees include:

Financial Advisor: G. D.
Financial Advisor / Certified Financial Planner: J. B. T.

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