Jarrett Bruce Topel

Fondateur chez Topel & DiStasi Wealth Management LLC

Profil

Mr. Jarrett B.
Topel is a Managing Member & Chief Compliance Officer at Topel & DiStasi Wealth Management LLC.
He has over 20 years of experience in the financial services industry, he brings a vast wealth of knowledge and expertise in delivering personalized financial planning and investment management strategies to our clients.
Prior to co-founding Topel & DiStasi Wealth Management, he worked in various capacities in the financial services industry, giving him a broad perspective of the complex issues clients face today.
He began his professional career at Smith Barney in 1994, then moved on to tax consulting and tax preparation work for a small boutique firm, ConsulTax, in Oakland, CA.
He joined American Express Financial Advisors in 1999, and started his own firm as a franchisee of American Express Financial Advisors in 2003.
He holds a Bachelor of Science degree in Business Administration/Finance from San Francisco State University, a Certificate in Personal Financial Planning from the University of California, Berkeley, and a Masters of Science in Financial Planning from Golden Gate University.
In addition, he holds CA Insurance and FINRA Series 7 and Series 66 securities licenses.
He earned his CERTIFIED FINANCIAL PLANNER™ designation and, since then, has continued to expand his knowledge base and skills set through continuing education and the attainment of advanced degrees and professional designations.

Postes actifs de Jarrett Bruce Topel

Sociétés	Poste	Début
Topel & DiStasi Wealth Management LLC	Fondateur	01/01/2013

Anciens postes connus de Jarrett Bruce Topel

Sociétés	Poste	Fin
LPL Financial LLC	Corporate Officer/Principal	01/02/2017

Formation de Jarrett Bruce Topel

San Francisco State University

Undergraduate Degree