David J. Romagosa, Sr. CFP<sup>&reg;</sup> - Financial Advisor

David J. Romagosa, Sr. CFP®

President

Summit Financial

213 N College Rd
Lafayette, LA 70506-4230
(337) 233-6066 x21

General

David Romagosa is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Summit Financial in Lafayette, LA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)
  • Other - CSSC, CLU, AIF

Insurance Licenses

  • Life insurance: CO
  • Health/disability insurance: CO
  • Fixed annuities: CO
  • Variable annuities: CO

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources