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.

Latest Insights


The Emotional Side of Estate Planning: Preparing Your Family for the Future

Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …

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The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes

Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.

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The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)

Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.

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