David Bastoni

Partner Advisor

BFA^™

Allworth advisor David Bastoni, BFA™, has been helping clients reach their investment and retirement planning goals for over 30 years. Passionate about financial education, the graduate of California State University, Sacramento, has hosted hundreds of planning workshops throughout the Northern California region. The principal of his own advisory firm for more than three decades, David lives with his wife, Ida, in Sarasota, Florida.

916-369-0878
Sarasota, FL

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The Hidden Risk of Letting Taxes Lead Your Investment Decisions

If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.

Investing in Alternatives: A Strategic Look at What Belongs in a Modern Portfolio

Before adding gold, private equity, crypto, or real estate to your portfolio, make sure you understand where they truly add value… and where they …

Love, Loss, and Clarity: The Conversations and Documents Every Couple Needs

If you weren’t here tomorrow, would your spouse know exactly what to do next? Here’s how to help make sure they’re never left guessing.

Guide 5 Keys to Selecting the Right Financial Advisor

Do you know if an advisor has your best interest in mind? Discover how you can find out.

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 32,000+ Clients²

years in business $35 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

David Bastoni

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About Allworth