David Bastoni, BFA
Founder
David Bastoni, BFA®, is a founder and lead financial advisor of Walker Bastoni Wealth Management. He brings 32 years of experience in the financial services industry, including approximately 25 years spent owning and operating his own firm prior to launching Walker Bastoni Wealth Management.
David has built his practice around a specialty close to his heart: guiding retirees, pre-retirees, and their families through the road to and through retirement. He works closely with many longtime employees and retirees of Pacific Gas and Electric Company (PG&E), helping them navigate the pension, benefits, and retirement decisions that shape the rest of their lives.
Over three decades in the industry, David has developed a reputation for translating complex financial decisions into clear, confident plans. He has delivered hundreds of presentations and seminars to thousands of attendees, educating them on retirement needs and goals. His clients often come to him during pivotal moments — retirement, a pension election, or planning for the next generation — and stay with him for years because he treats their goals as his own.
With Walker Bastoni Wealth Management, David is bringing something else close to his heart into his work: his family. His daughter and son have both chosen to join the team, alongside his wife, making this new venture a true family business built on the same values of trust and long-term commitment that have guided his career.
CA Insurance Number: 0B31949
