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Topel & DiStasi Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Topel & DiStasi Wealth Management is a financial services firm that provides financial planning and investment management to clients in Berkeley, Oakland, and the broader Bay Area. The practice emphasizes guiding individuals on their journey toward financial independence, reflecting its focus on long-term planning and asset management. Based in Berkeley, California, the firm operates with a small team and has served its local market for more than two decades, positioning itself as a local partner within the regional wealth management landscape. The company’s activities center on delivering personalized financial guidance and investment oversight to residents of the San Francisco Bay Area.

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

Topel & DiStasi Wealth Management Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

Topel & DiStasi Wealth Management's Leadership

  • Stylized image of a person
    G. D.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    J. B. T.
    Financial Advisor / Certified Financial Planner
    Mobile Phone

Topel & DiStasi Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Topel & DiStasi Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. D.
    Financial Advisor
    Mobile Phone
    United StatesCalifornia
    May 22, 2025
  • Stylized image of a person
    J. B. T.
    Financial Advisor / Certified Financial Planner
    Mobile Phone
    United StatesCalifornia
    Oct 23, 2024

Frequently Asked Questions

What is Topel & DiStasi Wealth Management known for?

Minus sign iconPlus sign iconTopel & DiStasi Wealth Management was founded in 2007 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconTopel & 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?

Minus sign iconPlus sign iconTopel & DiStasi Wealth Management has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 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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