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Antonio Bastos - PV Financial

Antonio Bastos, CRPS®

Position: (Financial Advisor)

Lifelong Ludlow resident and Financial Advisor Antonio Bastos is a valued member of Pioneer Valley Financial Group. He is driven by the desire to make a positive impact on businesses and individuals by helping them secure their financial futures and achieve their retirement goals.

Antonio was born and raised to Portuguese and Italian parents. As a kid, he played every sport you can imagine, with his true passion lying in soccer. He later went on to play on the soccer team at Nichols College in Dudley, Massachusetts where he obtained a Bachelor of Science in Business Administration with a major of business management. After graduating from college, Antonio took a position with MassMutual Retirement Services, where he obtained his Series 6 and Series 63 licenses, which helped him advance his career in finance.

Antonio joined PV Financial in 2021 with an in-depth understanding of retirement planning and its importance to companies and their employees. Now actively holding Series 6, Series 7, Series 63 and Series 65 licenses, Antonio develops and fosters strong relationships with his clients to provide quality retirement, business, estate, and tax planning services, as well as investment management and insurance solutions. Antonio also manages all of the qualified retirement plan business to deliver strong plan participant outcomes. He performs one-on-one or group employee education meetings, investment screening oversight, and detailed plan reviews with business owners.

Today, Antonio and his wife, Carly, love to stay active when they can. They enjoy doing projects around the house, hiking with their golden retriever, Kiya, getting together with family and friends and trying a new recipe at home. Antonio continues to volunteer his time within the community being actively engaged with many local nonprofit organizations and participating in many events and community service opportunities.