Your Goals, Our Priority.
Dedicated service and trusted financial guidance that puts your goals first, today and for years to come.
Our Services
We provide financial guidance tailored to individuals' evolving needs. Our approach highlights support that aligns with personal goals and priorities while considering various financial factors and adjustments over time.
Retirement Planning
Estate Planning
Investments & Financial Planning
Portfolio Management
Risk Management
401k Management
Who We Serve
At Walker Bastoni Wealth Management, we focus on helping our clients reach and maintain their financial goals. We’re especially proud to serve the hardworking professionals from PG&E as we help them navigate their financial futures.
Utility Workers
Retirees & Pre-Retirees
High-Net-Worth Individuals & Families
Our Team
Walker Bastoni Wealth Management is a boutique firm built around one focus: understanding your retirement journey better than anyone else. With offices in California, we specialize in helping our clients navigate the path from early career through retirement. We lead with service, service, service; we take the time to deeply understand your unique needs and goals, building lasting relationships and delivering advice tailored specifically to you.
Whether you're just starting to save or watching years of discipline turn into a retirement well-earned, we're here to sit down, help you unpack the plan, and map out the steps to get there — with the transparency and clearly defined expectations that make a financial relationship built to last.
Kathleen Walker
Kristen Riccomini
Get In Touch
If you have any questions or would like more information, please feel free to reach out. You can call our office or send us an email at your convenience. We’re here to help.
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