David Quast MS, MBA, ChFC®, CFP® in

David Quast MS, MBA, ChFC®, CFP®

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Financial Planning Advisor at Corebridge Financial
📍 East Hampton, Connecticut, United States

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.

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Experience
27 Years
Current Role
Financial Planning Advisor
Location
East Hampton, Connecticut, 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

Holistic Financial Planning
His career is dedicated to helping people with financial planning, focusing on goals-based plans and investment solutions to provide clients with confidence and security.
Client Appreciation
He considers holding client appreciation events to be one of the most rewarding parts of his job, emphasizing the importance of thanking those who trust him.
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Career

Work history

9-2022
Financial Planning Advisor
Corebridge Financial
2-2011 - 9-2022
Financial Planning Advisor
AIG Retirement Services
6-1999 - 12-2010
Financial Advisor
ING
In the press

Media appearances

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Education
1993 - 1997
MS
RPI Lally School of Management
1984 - 1988
BFA
University of the Arts
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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