- Adjunct Progessor, Financial Planning
- San Francisco
With over 15 years of experience in the financial services industry, Jarrett brings a vast wealth of knowledge and expertise in delivering personalized financial consulting and investment management strategies to clients.
Prior to co-founding Topel & DiStasi Wealth Management, Jarrett 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. Jarrett joined American Express Financial Advisors in 1999, and started his own firm as a franchisee of American Express Financial Advisors in 2003. Later that year, Jarrett earned his CERTIFIED FINANCIAL PLANNER™ designation (CFP®) 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.
Jarrett has taught financial planning and investment management classes for the University of Phoenix, as well as at many local community centers and public libraries.
MS (Financial Planning), Golden Gate University
Certificate in Personal Financial Planning, University of California Berkeley
BS (Business Administration - Finance), San Francisco State University
Certified Financial Planner®
Series 7, 24 & 66
Long-Term Care Insurance License
California Insurance License
PROFESSIONAL AND TEACHING EXPERIENCE
2009 - Present: Adjunct Professor, Golden Gate University
2009 - Present: Owner / Certified Financial Planner®, Topel & DiStasi Wealth Management
2003 - 2009: Owner / Certified Financial Planner®, Ameriprise Financial Services, Inc.
1999 - 2003: Financial Advisor, American Express Financial Advisors, Inc.
1996 - 2000: Tax Consultant, ConsulTax
1995 - 1997: Brokers Assistant, Smith Barney