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Gavin Lowery Distasi

Topel & Distasi Wealth Management, LLC

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About Gavin Lowery Distasi

Gavin Lowery Distasi is a financial advisor with Topel & Distasi Wealth Management, LLC in Berkeley, CA. Gavin has been in the financial industry since 2003 and has a Series 7, Series 66, and SIE licenses. Previously, Gavin has worked at LPL Financial LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Gavin specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

Gavin Distasi is currently registered with Topel & Distasi Wealth Management, LLC. Topel & Distasi Wealth Management, LLC is a Berkeley, CA-based registered investment advisor with approximately $300.4 million in assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services to high-net-worth individuals, charitable organizations, and other individuals. The firm is led by Jarrett Topel, CFP®, MSFP® and Gavin Distasi, CDFA®, CES®.
Topel & Distasi Wealth Management, LLC

2907 CLAREMONT AVENUE, SUITE 111

BERKELEY, CA 94705

$300.39M

Assets Under Management

3

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gavin Distasi’s Registration & Firm History

CA

01/23/2017 - Present

Topel & Distasi Wealth Management, LLC (BERKELEY CA)

CA

12/18/2009 - 03/03/2017

LPL FINANCIAL LLC (BERKELEY CA)

CA

03/10/2004 - 12/22/2009

AMERIPRISE FINANCIAL SERVICES, INC. (OAKLAND CA)

MN

03/10/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

06/12/2003 - 02/26/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/12/2003 - 02/26/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/08/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gavin Lowery Distasi.
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