Rocco Bastoni

Rocco graduated from the University of Alabama, earning his Bachelor's degree in Marketing from 2022 to 2026. During his time at university, he gained significant experience in both financial services and marketing. In the summer of 2024, he worked with Lingua Viva Educational Group, Global Experiences AIFS, in Florence, Italy. There, he was responsible for managing and maintaining engagement data for students, companies, and program partners. Rocco tracked over 300 historical and active partnerships and conducted data analysis to identify trends and measure program impact, all while strengthening stakeholder relationships through effective documentation and reporting.

Prior to that, Rocco served as the Assistant Director of Client Services at BFS/Securities America Inc. in Folsom, California, from January 2019 to June 2020. In this role, he collaborated with a financial advisor during client meetings and investment reviews. He played a key part in transitioning the office from paper-based recordkeeping to a cloud-based CRM system and maintained an organized client database. Rocco also assisted in planning and coordinating client appreciation events.

Currently, Rocco’s primary responsibilities include onboarding client information into the database, assisting clients over the phone, and preparing client paperwork to ensure a smooth onboarding experience. He is studying to obtain his Series 65 securities licenses, after which he will be advising clients directly. Rocco is dedicated to delivering exceptional customer service and creating a positive experience for every client.

Clients can expect honesty and transparency from Rocco, along with a strong commitment to building lasting relationships. He firmly believes that trust is the foundation of successful financial planning and strives to make every client feel confident, informed, and supported. Rocco goes above and beyond by providing personalized service to help alleviate the stress of financial decisions.

In the community, Rocco is the Founder and CEO of the Crimson Stride Run Club in Tuscaloosa, Alabama. Since he launched the organization in July 2025, Rocco has successfully grown it to over 700 members through strategic marketing and brand development. He has also generated more than 2.5 million organic social media engagements, secured partnerships with over 40 sponsors—including Red Bull, Biolyte, and Unwell—and helped raise more than $1,000 for charitable organizations through community events and merchandise sales.

Outside of his professional endeavors, Rocco enjoys running, surfing, and spending time with family and friends. He loves making people laugh and values staying active while building meaningful relationships, both personally and professionally.