Transamerica Financial Advisors
37yrs
Top 2% by experience in Berkeley
32yrs
Nancy Cooper
Full name on record: Nancy Wright Cooper
Financial advisor at Topel & Distasi Wealth Management
Nancy Cooper is a fiduciary financial advisor in Berkeley, California, with 32 years in the industry. Nancy joined Topel & Distasi Wealth Management in 2025, after five years at Mindful Money. Topel & Distasi Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 117 advisors with offices in Berkeley, and one of 102 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top 7% by experience in Berkeley
Office2907 Claremont Avenue, Suite 111, Berkeley, CA 94705
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.35 million
Advisors at the firm3
States licensed ?1 state
Services through Topel & Distasi Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowTopel & Distasi Wealth Management, LLCCurrent firm
- 2014 – 2019Mindful MoneyPreviously
Contact Nancy
(510) 898-1270Topel & Distasi Wealth Management main office 2907 Claremont Avenue, Suite 111Berkeley, CA 94705Office · Get directions Firm websiteHTTP://WWW.TD-WM.COM
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Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nancy
How do I contact Nancy?
Call Topel & Distasi Wealth Management at (510) 898-1270 and ask for Nancy Cooper. Nancy works from the Berkeley, CA office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 1995, about 32 years. Top 7% by experience in Berkeley.
What licenses does Nancy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nancy paid?
Topel & Distasi Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nancy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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