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

David J. Romagosa, Sr. CFP®


Cornerstone Financial Group, Inc.

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


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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • 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


Helpful Financial Planning Resources