Dave entered the financial services business in 1969 after graduating from the University of Louisiana, Lafayette. He received his Master of Science in Financial Services degree (MSFS) from the American College in Bryn Mawr, Pennsylvania. He also holds the designations of Charted Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Fund Specialist (CFS), Life Underwriter Training Council Fellow (LUTCF), Accredited Investment Fiduciary® (or AIF®) and Certified Financial Planner™ (CFP®). Dave is registered to offer investment products and services to residents of Louisiana, Texas, California, Mississippi, Delaware, Arkansas, Massachusetts, Georgia, Florida, Alabama, Connecticut, New York, Oklahoma, Oregon, Tennessee, Virginia, Colorado, Utah, and South Carolina. He holds memberships in the Society of Financial Service Professionals (past president), the Acadiana Estate Planning Council, and the American College Gold Key Society. Dave is an LPL Registered Representative, LPL Investment Advisor Representative and LPL Registered Principal, offering securities and advisory services through LPL Financial, a registered investment advisor, member FINRA/SIPC

Contact David J. Romagosa

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Listed in:

• Investment Advisers / CPAs
• Tax Advisors

Contact David J. Romagosa

Cornerstone Financial Group
President
213 N. College Road
Lafayette, Louisiana  70506
Phone: (337) 233-6066
Toll Free: (800) 225-2945
Fax: (337) 237-0730
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Service Area

Services provided in:

• Lafayette Parish, Louisiana

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