David is an accomplished Financial Planning Advisor at Corebridge Financial, holding both Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Recognized on the Forbes 2026 Top Financial Security Professionals list, he has an educational background that includes an MS from the RPI Lally School of Management.
Outside of his financial planning passion, David leads a very active life. He loves his rescue dog Tessa, attending rock concerts and standup comedy shows, and engages in what he describes as an "insanely diverse group fitness regimen." He values keeping multiple exercise options available.
He has a Bachelor of Fine Arts from the University of the Arts, an uncommon and interesting background for a top financial professional.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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