David Dobin in

David Dobin

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Financial Planning Advisor at Corebridge Financial
📍 New York City Metropolitan Area, United States

David Dobin is a CERTIFIED FINANCIAL PLANNER™ and Financial Planning Advisor at Corebridge Financial, specializing in retirement plans for the non-profit sector. A University of Central Florida graduate, he focuses on helping clients in healthcare, education, and government services build a secure financial future.

He was recently honored as one of Forbes 2024 Top Financial Security Professionals.

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Experience
24 Years
Current Role
Financial Planning Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

Retirement Security
He focuses on helping clients build retirement plans that provide protected lifetime income and a secure future.
Financial Planning
As a CFP™, he emphasizes creating personalized strategies to help clients navigate important financial decisions with confidence.
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Career

Work history

9-2022
Financial Planning Advisor
Corebridge Financial
5-2003 - 9-2022
Financial Planning Advisor
VALIC Financial Advisors
6-2000 - 8-2001
Assistant Stock Trader
Knight Trading Group
In the press

Media appearances

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Education
1996 - 2000
Bachelor's Degree
University of Central Florida
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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