For over 30 years I have enjoyed long-term relationships with individuals who placed their confidence in me to help them plan their finances. I begin by helping clients define, articulate and prioritize their goals. I do financial diagnostics, make recommendations and implement their plan. Annually, I can also monitor and communicate results and recommend revisions to your plan as circumstances change. My goal is for you to experience the financial peace of mind that comes from knowing that your personal finances are being carefully planned and my only agenda is looking out for your best interests and achieving your financial goals. 
About Us
Thomas Bustamante
Thomas Bustamante, CFP® has over 30 years of experience in the banking, trust and investment industry. Thomas obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1986 and has held this certification longer than anyone in Santa Fe. He has worked with high net worth individuals as a trust department manager, investment manager and wealth manager. His experience has enabled him to work with individuals at various stages of life and wealth.
Bustamante Financial Planning
Bustamante Financial Planning, LLC (BFP) provides personal financial planning and investment advisory services. BFP's plans are easy to understand and implement. BFP does not sell products or receive commissions. Clients are charged on an hourly basis for financial planning and investment advisory services. In addition, BFP can prepare the client to meet other specialists who provide expertise beyond the scope of this firm, such as attorneys and tax advisors. Our services include defining and analyzing:
- Financial Goals
- Flow and Net Worth
- Tax Planning
- Debt Management
- Budgeting and Savings
- Investment Analysis
- Retirement Planning
- Estate Planning Preparation
- Charitable Gifting
