Trusted Financial Advisor

Mr Jarrett B Topel CFP

Mr Jarrett B Topel CFP

Topel & DiStasi Wealth Management

2907 Claremont Ave Ste 111, Berkeley, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$50,000
Languages
English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Investment Planning, Long-Term Care

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor