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, and their two children, Alexis and Rocco, just outside of Sacramento in Folsom, California.

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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 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

David Bastoni

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About Allworth