David Bastoni B.F.A.™

David Bastoni B.F.A.™

Financial Consultant/President

David Bastoni has been investing in stock for more than 30 years.  He has been a Financial Consultant for more than 20 years.  He is a Registered Principal with Securities America Incorporated and an Investment Advisor Representative with Securities America Advisors Inc. and oversees Four brokers and their staff.  In addition, he is founder and President of Bastoni Financial Services.  David has a Bachelor's degree from California State University, Sacramento in Organizational Communication Studies and a Minor in Business Administration.

At Bastoni Financial Services, our focus is on the financial and retirement needs of our clients. We work with individuals that have a minimum of $100,000 of investable assets and maintain a limited number of clients so that we may give the best possible service to them.  Our approach is two fold: First, we identify and track the ongoing personal and financial goals of our clients with an annual financial analysis.  Second, we determine and track the investment strategies that best fit the needs of our ongoing analysis.  "All we do is work for you."

David's lectures, seminars, and financial workshops have been widely attended.  He has become recognized as a valuable resource to many company's employees and retirees. In addition, David reaches out to the community by being actively involved in local and national non-profit organizations.

David is backed by a first rate support staff which allows him to provide superior service to his clients.

 

 

 

 

 

Phone 916-369-0878, 888-684-4700
Fax 916-985-3376